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 | $181 |
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 | $117,497 | $75,419+55.8% | $392,568-70.1% | $67,579+73.9% |
| Participation rate | 25.0% | 74.8%-49.8pp | 78.1%-53.1pp | 71.3%-46.3pp |
| Annual return | 39.16% | 36.70%+2.5pp | 24.42%+14.7pp | 378.56%-339.4pp |
| Employer contribution / active EE | $0 | $2,636-100.0% | $3,783-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,247 | $4,347-48.3% | $5,985-62.5% | $3,539-36.5% |
| Admin fee / account holder | $2 | $114-97.9% | $6,260-100.0% | $142-98.3% |