See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,886 | $67,606-12.9% | $82,313-28.5% | $70,131-16.0% |
| Participation rate | 69.2% | 72.8%-3.5pp | 76.9%-7.7pp | 69.5%-0.3pp |
| Annual return | -57.41% | 21.57%-79.0pp | 25.88%-83.3pp | 73.14%-130.5pp |
| Employer contribution / active EE | $927 | $1,755-47.2% | $2,428-61.8% | $2,342-60.4% |
| Participant deferral / active EE | $3,890 | $2,987+30.2% | $3,706+5.0% | $3,332+16.8% |
| Admin fee / account holder | $32 | $4,512-99.3% | $5,608-99.4% | $4,645-99.3% |