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 | $2,244 |
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.
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 | $45,643 | $71,666-36.3% | $117,854-61.3% | $69,631-34.5% |
| Participation rate | 49.4% | 77.5%-28.1pp | 79.7%-30.3pp | 70.7%-21.3pp |
| Annual return | 53.80% | 18.86%+34.9pp | 335.08%-281.3pp | 27571.02%-27517.2pp |
| Employer contribution / active EE | $1,593 | $1,889-15.7% | $3,786-57.9% | $2,032-21.6% |
| Participant deferral / active EE | $3,288 | $3,340-1.5% | $4,482-26.6% | $3,224+2.0% |
| Admin fee / account holder | $13 | $120-89.2% | $8,020-99.8% | $110-88.2% |