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 | $47,139 |
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 | $47,773 | $46,423+2.9% | $75,886-37.0% | $67,579-29.3% |
| Participation rate | 67.6% | 63.1%+4.6pp | 69.3%-1.7pp | 71.3%-3.7pp |
| Annual return | 39.64% | 32.29%+7.3pp | 30.76%+8.9pp | 378.56%-338.9pp |
| Employer contribution / active EE | $614 | $1,406-56.4% | $2,500-75.5% | $2,148-71.4% |
| Participant deferral / active EE | $3,688 | $2,564+43.8% | $3,603+2.4% | $3,539+4.2% |
| Admin fee / account holder | $153 | $132+16.5% | $5,418-97.2% | $142+7.9% |