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 | $513 |
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 | $82,324 | $54,573+50.9% | $90,951-9.5% | $73,488+12.0% |
| Participation rate | 27.9% | 61.2%-33.3pp | 69.0%-41.2pp | 70.7%-42.8pp |
| Annual return | 18.48% | 16.69%+1.8pp | 134.60%-116.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $70 | $991-93.0% | $2,122-96.7% | $2,270-96.9% |
| Participant deferral / active EE | $1,498 | $2,517-40.5% | $3,373-55.6% | $3,740-59.9% |
| Admin fee / account holder | $66 | $521-87.3% | $5,959-98.9% | $513-87.0% |