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 | $61,958 |
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).
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 | $53,422 | $65,292-18.2% | $109,313-51.1% | $65,292-18.2% |
| Participation rate | 62.2% | 72.4%-10.3pp | 71.3%-9.1pp | 72.4%-10.3pp |
| Annual return | 9.31% | 11.84%-2.5pp | 22.07%-12.8pp | 11.84%-2.5pp |
| Employer contribution / active EE | $1,081 | $2,302-53.0% | $3,892-72.2% | $2,302-53.0% |
| Participant deferral / active EE | $3,480 | $3,579-2.8% | $3,166+9.9% | $3,579-2.8% |
| Admin fee / account holder | $10 | $57-82.3% | $5,666-99.8% | $57-82.3% |