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 | $7,525 |
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 | $54,260 | $74,498-27.2% | $94,224-42.4% | $59,188-8.3% |
| Participation rate | 44.2% | 76.8%-32.6pp | 78.8%-34.5pp | 69.4%-25.2pp |
| Annual return | -2.05% | 2.76%-4.8pp | 10.68%-12.7pp | 5.51%-7.6pp |
| Employer contribution / active EE | $1,116 | $2,077-46.3% | $3,587-68.9% | $2,098-46.8% |
| Participant deferral / active EE | $3,261 | $3,433-5.0% | $4,320-24.5% | $3,265-0.1% |
| Admin fee / account holder | $10 | $103-90.1% | $6,269-99.8% | $92-89.0% |