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 | $11,029 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,663 | $107,378-79.8% | $108,579-80.0% | $57,658-62.4% |
| Participation rate | 64.7% | 77.1%-12.4pp | 79.6%-14.8pp | 70.2%-5.5pp |
| Annual return | 7.38% | 12.80%-5.4pp | -51.70%+59.1pp | 5.13%+2.2pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,100 | $3,221-34.8% | $4,311-51.3% | $3,061-31.4% |
| Admin fee / account holder | $44 | $108-59.3% | $7,645-99.4% | $95-53.2% |