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 | $163,767 |
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).
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 | $44,707 | $59,184-24.5% | $92,233-51.5% | $177,276-74.8% |
| Participation rate | 38.5% | 85.6%-47.1pp | 76.5%-38.0pp | 74.8%-36.3pp |
| Annual return | 17.35% | 15.88%+1.5pp | 176.28%-158.9pp | 21.25%-3.9pp |
| Employer contribution / active EE | $739 | $2,985-75.2% | $3,679-79.9% | $2,479-70.2% |
| Participant deferral / active EE | $1,827 | $2,859-36.1% | $3,897-53.1% | $3,881-52.9% |
| Admin fee / account holder | $51 | $98-47.8% | $5,194-99.0% | $154-66.7% |