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 | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $31,326 | $61,214-48.8% | $83,333-62.4% | $56,287-44.3% |
| Participation rate | 60.9% | 72.6%-11.7pp | 77.8%-16.9pp | 69.9%-9.0pp |
| Annual return | -5.85% | 0.42%-6.3pp | 10.63%-16.5pp | -9.96%+4.1pp |
| Employer contribution / active EE | $452 | $1,925-76.5% | $3,379-86.6% | $2,111-78.6% |
| Participant deferral / active EE | $1,855 | $5,091-63.6% | $5,565-66.7% | $3,350-44.6% |
| Admin fee / account holder | $1 | $512-99.9% | $7,510-100.0% | $521-99.9% |