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 | $11,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,556 | $59,186-43.3% | $76,768-56.3% | $56,287-40.4% |
| Participation rate | 62.4% | 75.2%-12.8pp | 77.0%-14.5pp | 69.9%-7.4pp |
| Annual return | -6.02% | 6.62%-12.6pp | 2.43%-8.4pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,266 | $1,759-28.0% | $2,485-49.1% | $2,111-40.0% |
| Participant deferral / active EE | $4,580 | $3,255+40.7% | $3,852+18.9% | $3,350+36.7% |
| Admin fee / account holder | $47 | $489-90.4% | $6,675-99.3% | $521-91.0% |