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 | $5,575 |
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 | $101,955 | $64,909+57.1% | $82,313+23.9% | $62,292+63.7% |
| Participation rate | 42.0% | 74.9%-32.9pp | 76.9%-34.9pp | 69.5%-27.6pp |
| Annual return | 21.39% | 21.18%+0.2pp | 25.88%-4.5pp | 28.90%-7.5pp |
| Employer contribution / active EE | $596 | $1,676-64.5% | $2,428-75.5% | $2,042-70.8% |
| Participant deferral / active EE | $1,664 | $3,103-46.4% | $3,706-55.1% | $3,169-47.5% |
| Admin fee / account holder | $49 | $440-88.9% | $5,608-99.1% | $479-89.8% |