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 6-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 | $2,837 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,134 | $101,523-55.5% | $141,162-68.0% | $77,787-42.0% |
| Participation rate | 35.6% | 77.4%-41.7pp | 82.5%-46.8pp | 73.2%-37.6pp |
| Annual return | 26.29% | 56.22%-29.9pp | 71.39%-45.1pp | 32.57%-6.3pp |
| Employer contribution / active EE | $749 | $3,341-77.6% | $4,735-84.2% | $2,504-70.1% |
| Participant deferral / active EE | $2,904 | $6,434-54.9% | $6,709-56.7% | $3,967-26.8% |
| Admin fee / account holder | $3 | $92-96.3% | $10,261-100.0% | $100-96.6% |