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 | $1,044 |
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.
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 | $68,918 | $51,466+33.9% | $78,778-12.5% | $62,292+10.6% |
| Participation rate | 30.8% | 59.8%-29.0pp | 69.2%-38.4pp | 69.5%-38.7pp |
| Annual return | 20.60% | 19.96%+0.6pp | 35.62%-15.0pp | 28.90%-8.3pp |
| Employer contribution / active EE | $73 | $827-91.2% | $1,986-96.3% | $2,042-96.4% |
| Participant deferral / active EE | $1,560 | $2,147-27.3% | $2,958-47.3% | $3,169-50.8% |
| Admin fee / account holder | $16 | $489-96.8% | $5,134-99.7% | $479-96.7% |