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 4-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 | $25,686 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $44,030 | $33,067+33.2% | $76,523-42.5% | $56,287-21.8% |
| Participation rate | 48.3% | 55.4%-7.1pp | 68.0%-19.7pp | 69.9%-21.6pp |
| Annual return | -1.90% | 2.72%-4.6pp | -0.27%-1.6pp | -9.96%+8.1pp |
| Employer contribution / active EE | $1,351 | $1,200+12.6% | $2,647-49.0% | $2,111-36.0% |
| Participant deferral / active EE | $3,267 | $2,240+45.9% | $3,835-14.8% | $3,350-2.5% |
| Admin fee / account holder | $121 | $537-77.4% | $4,848-97.5% | $521-76.7% |