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 | $4,558 |
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).
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 | $61,929 | $66,302-6.6% | $110,238-43.8% | $56,287+10.0% |
| Participation rate | 63.9% | 74.9%-11.0pp | 79.8%-15.9pp | 69.9%-5.9pp |
| Annual return | -4.12% | -1.18%-2.9pp | 314.74%-318.9pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,003 | $2,047-51.0% | $3,826-73.8% | $2,111-52.5% |
| Participant deferral / active EE | $2,456 | $3,381-27.4% | $4,672-47.4% | $3,350-26.7% |
| Admin fee / account holder | $35 | $698-95.0% | $8,547-99.6% | $521-93.3% |