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 | $4,833 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $33,570 | $71,957-53.3% | $67,652-50.4% | $59,188-43.3% |
| Participation rate | 60.6% | 82.7%-22.0pp | 75.7%-15.0pp | 69.4%-8.8pp |
| Annual return | 44.68% | 8.53%+36.2pp | 6625.04%-6580.4pp | 5.51%+39.2pp |
| Employer contribution / active EE | $0 | $2,432-100.0% | $2,266-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $8,131 | $4,211+93.1% | $3,560+128.4% | $3,265+149.1% |
| Admin fee / account holder | $7 | $64-88.6% | $4,821-99.8% | $92-92.1% |