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 | $58,843 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $52,651 | $51,288+2.7% | $81,983-35.8% | $73,409-28.3% |
| Participation rate | 66.3% | 64.0%+2.4pp | 69.2%-2.9pp | 72.2%-5.8pp |
| Annual return | 29.26% | 29.48%-0.2pp | 41.31%-12.0pp | 59.29%-30.0pp |
| Employer contribution / active EE | $151 | $1,487-89.9% | $2,498-94.0% | $2,234-93.3% |
| Participant deferral / active EE | $3,844 | $2,715+41.6% | $3,722+3.3% | $3,805+1.0% |
| Admin fee / account holder | $159 | $125+26.6% | $5,664-97.2% | $158+0.5% |