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 | $3,299 |
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 | $85,687 | $91,552-6.4% | $133,956-36.0% | $79,858+7.3% |
| Participation rate | 68.8% | 73.3%-4.6pp | 79.8%-11.1pp | 69.6%-0.9pp |
| Annual return | 24.26% | 61.85%-37.6pp | 45.09%-20.8pp | 31.71%-7.5pp |
| Employer contribution / active EE | $1,442 | $2,384-39.5% | $3,919-63.2% | $2,471-41.7% |
| Participant deferral / active EE | $4,178 | $3,733+11.9% | $5,048-17.2% | $3,740+11.7% |
| Admin fee / account holder | $56 | $6,321-99.1% | $8,927-99.4% | $5,306-98.9% |