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 | $2,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,618 | $59,186+66.6% | $76,768+28.5% | $56,287+75.2% |
| Participation rate | 50.4% | 75.2%-24.9pp | 77.0%-26.6pp | 69.9%-19.5pp |
| Annual return | -6.46% | 6.62%-13.1pp | 2.43%-8.9pp | -9.96%+3.5pp |
| Employer contribution / active EE | $717 | $1,759-59.2% | $2,485-71.2% | $2,111-66.0% |
| Participant deferral / active EE | $5,275 | $3,255+62.1% | $3,852+37.0% | $3,350+57.5% |
| Admin fee / account holder | $19 | $489-96.1% | $6,675-99.7% | $521-96.4% |