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 | $888 |
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 | $66,025 | $42,548+55.2% | $74,550-11.4% | $56,287+17.3% |
| Participation rate | 25.5% | 60.5%-35.0pp | 69.1%-43.7pp | 69.9%-44.4pp |
| Annual return | -5.28% | 12.40%-17.7pp | 32.53%-37.8pp | -9.96%+4.7pp |
| Employer contribution / active EE | $122 | $855-85.7% | $1,961-93.8% | $2,111-94.2% |
| Participant deferral / active EE | $1,434 | $2,277-37.0% | $3,108-53.9% | $3,350-57.2% |
| Admin fee / account holder | $13 | $467-97.1% | $5,060-99.7% | $521-97.4% |