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 | $16,378 |
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 | $52,935 | $78,852-32.9% | $76,768-31.0% | $75,289-29.7% |
| Participation rate | 63.5% | 85.0%-21.5pp | 77.0%-13.5pp | 72.4%-9.0pp |
| Annual return | 2.58% | -1.29%+3.9pp | 2.43%+0.2pp | -0.04%+2.6pp |
| Employer contribution / active EE | $0 | $2,794-100.0% | $2,485-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $9,200 | $4,800+91.7% | $3,852+138.9% | $3,739+146.1% |
| Admin fee / account holder | $10 | $79-86.9% | $6,675-99.8% | $102-89.9% |