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 | $6,180 |
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 | $31,587 | $28,416+11.2% | $73,545-57.1% | $69,631-54.6% |
| Participation rate | 16.9% | 38.3%-21.4pp | 54.9%-38.0pp | 70.7%-53.8pp |
| Annual return | 18.45% | -694.13%+712.6pp | -15.16%+33.6pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $7 | $430-98.3% | $1,219-99.4% | $2,032-99.6% |
| Participant deferral / active EE | $680 | $897-24.2% | $1,806-62.4% | $3,224-78.9% |
| Admin fee / account holder | $40 | $104-61.6% | $2,320-98.3% | $110-63.7% |