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 | $2,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $22,006 | $55,453-60.3% | $170,442-87.1% | $62,292-64.7% |
| Participation rate | 45.5% | 66.4%-20.9pp | 83.6%-38.1pp | 69.5%-24.0pp |
| Annual return | 19.63% | 21.38%-1.7pp | 205.93%-186.3pp | 28.90%-9.3pp |
| Employer contribution / active EE | $626 | $2,164-71.1% | $5,433-88.5% | $2,042-69.4% |
| Participant deferral / active EE | $1,970 | $2,303-14.5% | $4,939-60.1% | $3,169-37.8% |
| Admin fee / account holder | $15 | $455-96.6% | $13,880-99.9% | $479-96.8% |