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 | $6,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $59,507 | $107,378-44.6% | $108,579-45.2% | $57,658+3.2% |
| Participation rate | 37.7% | 77.1%-39.4pp | 79.6%-41.9pp | 70.2%-32.5pp |
| Annual return | 6.98% | 12.80%-5.8pp | -51.70%+58.7pp | 5.13%+1.8pp |
| Employer contribution / active EE | $612 | $1,782-65.6% | $3,758-83.7% | $1,974-69.0% |
| Participant deferral / active EE | $766 | $3,221-76.2% | $4,311-82.2% | $3,061-75.0% |
| Admin fee / account holder | $29 | $108-73.0% | $7,645-99.6% | $95-69.0% |