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 | $17,505 |
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 | $42,603 | $80,211-46.9% | $74,183-42.6% | $63,975-33.4% |
| Participation rate | 59.9% | 84.2%-24.3pp | 76.6%-16.7pp | 71.1%-11.2pp |
| Annual return | 29.75% | 14.13%+15.6pp | 17.74%+12.0pp | 48.65%-18.9pp |
| Employer contribution / active EE | $0 | $2,553-100.0% | $2,370-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $8,423 | $4,370+92.7% | $3,550+137.3% | $3,356+150.9% |
| Admin fee / account holder | $19 | $67-71.6% | $5,586-99.7% | $70-72.9% |