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 | $1,156 |
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 | $13,076 | $35,366-63.0% | $90,645-85.6% | $75,289-82.6% |
| Participation rate | 23.0% | 57.3%-34.3pp | 74.0%-51.0pp | 72.4%-49.4pp |
| Annual return | 4.98% | -2.19%+7.2pp | 1.88%+3.1pp | -0.04%+5.0pp |
| Employer contribution / active EE | $0 | $916-100.0% | $2,532-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,845 | $1,998-7.7% | $3,425-46.1% | $3,739-50.7% |
| Admin fee / account holder | $2 | $59-96.9% | $4,994-100.0% | $102-98.2% |