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 | $33,610 |
Service code 61 · EIN 35-2552359 | Finders' fees / placement fees | $0 |
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 | $16,592 | $44,989-63.1% | $170,442-90.3% | $77,958-78.7% |
| Participation rate | 26.9% | 64.6%-37.7pp | 83.6%-56.7pp | 71.6%-44.7pp |
| Annual return | 37.00% | 19.61%+17.4pp | 205.93%-168.9pp | 20.87%+16.1pp |
| Employer contribution / active EE | $110 | $1,466-92.5% | $5,433-98.0% | $2,310-95.2% |
| Participant deferral / active EE | $633 | $2,208-71.3% | $4,939-87.2% | $3,537-82.1% |
| Admin fee / account holder | $59 | $69-13.7% | $13,880-99.6% | $97-38.9% |