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 | $8,122 |
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.
Annual investment return 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 | $41,823 | $59,186-29.3% | $76,768-45.5% | $56,287-25.7% |
| Participation rate | 37.1% | 75.2%-38.1pp | 77.0%-39.8pp | 69.9%-32.7pp |
| Annual return | -8.51% | 6.62%-15.1pp | 2.43%-10.9pp | -9.96%+1.5pp |
| Employer contribution / active EE | $281 | $1,759-84.0% | $2,485-88.7% | $2,111-86.7% |
| Participant deferral / active EE | $1,738 | $3,255-46.6% | $3,852-54.9% | $3,350-48.1% |
| Admin fee / account holder | $75 | $489-84.6% | $6,675-98.9% | $521-85.6% |