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 | $625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $122,367 | $51,466+137.8% | $78,778+55.3% | $62,292+96.4% |
| Participation rate | 30.5% | 59.8%-29.3pp | 69.2%-38.7pp | 69.5%-39.0pp |
| Annual return | 20.20% | 19.96%+0.2pp | 35.62%-15.4pp | 28.90%-8.7pp |
| Employer contribution / active EE | $484 | $827-41.5% | $1,986-75.6% | $2,042-76.3% |
| Participant deferral / active EE | $2,696 | $2,147+25.5% | $2,958-8.9% | $3,169-14.9% |
| Admin fee / account holder | $41 | $489-91.6% | $5,134-99.2% | $479-91.4% |