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 | $5,005 |
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 | $29,002 | $37,117-21.9% | $147,614-80.4% | $55,191-47.5% |
| Participation rate | 35.5% | 63.6%-28.1pp | 84.6%-49.1pp | 69.2%-33.7pp |
| Annual return | 3.37% | 3.44%-0.1pp | 61.98%-58.6pp | 10.78%-7.4pp |
| Employer contribution / active EE | $30 | $1,620-98.2% | $5,564-99.5% | $1,899-98.4% |
| Participant deferral / active EE | $3,527 | $1,985+77.7% | $4,895-27.9% | $3,046+15.8% |
| Admin fee / account holder | $37 | $86-56.7% | $11,611-99.7% | $91-59.2% |