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 | $13,957 |
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 | $22,310 | $26,479-15.7% | $74,701-70.1% | $77,787-71.3% |
| Participation rate | 5.0% | 37.6%-32.6pp | 54.5%-49.4pp | 73.2%-68.2pp |
| Annual return | 28.69% | 38.31%-9.6pp | 752.92%-724.2pp | 32.57%-3.9pp |
| Employer contribution / active EE | $99 | $440-77.4% | $1,084-90.9% | $2,504-96.0% |
| Participant deferral / active EE | $166 | $1,074-84.6% | $1,964-91.6% | $3,967-95.8% |
| Admin fee / account holder | $133 | $119+11.5% | $3,333-96.0% | $100+32.6% |