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 10-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 | $3,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $111,191 | $69,159+60.8% | $125,175-11.2% | $67,579+64.5% |
| Participation rate | 58.7% | 78.2%-19.5pp | 79.8%-21.1pp | 71.3%-12.6pp |
| Annual return | 21.61% | 27.12%-5.5pp | 43.79%-22.2pp | 378.56%-357.0pp |
| Employer contribution / active EE | $730 | $2,023-63.9% | $3,865-81.1% | $2,148-66.0% |
| Participant deferral / active EE | $4,091 | $3,700+10.6% | $4,937-17.1% | $3,539+15.6% |
| Admin fee / account holder | $26 | $142-81.8% | $9,702-99.7% | $142-81.8% |