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 | $8,369 |
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 | $69,065 | $83,477-17.3% | $125,175-44.8% | $72,985-5.4% |
| Participation rate | 65.4% | 73.3%-7.9pp | 79.8%-14.4pp | 69.5%-4.1pp |
| Annual return | 24.02% | 25.78%-1.8pp | 43.79%-19.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $940 | $2,345-59.9% | $3,865-75.7% | $2,440-61.5% |
| Participant deferral / active EE | $3,610 | $3,585+0.7% | $4,937-26.9% | $3,607+0.1% |
| Admin fee / account holder | $92 | $5,517-98.3% | $9,702-99.1% | $5,124-98.2% |