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 | $2,794 |
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 | $42,427 | $30,599+38.7% | $74,583-43.1% | $57,658-26.4% |
| Participation rate | 54.4% | 49.1%+5.2pp | 68.1%-13.7pp | 70.2%-15.8pp |
| Annual return | 8.70% | 14.24%-5.5pp | 20.47%-11.8pp | 5.13%+3.6pp |
| Employer contribution / active EE | $15 | $1,000-98.5% | $2,525-99.4% | $1,974-99.2% |
| Participant deferral / active EE | $1,749 | $1,805-3.1% | $3,458-49.4% | $3,061-42.9% |
| Admin fee / account holder | $11 | $98-89.3% | $4,138-99.7% | $95-88.9% |