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 | $3,345 |
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.
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 | $30,506 | $48,064-36.5% | $78,778-61.3% | $69,631-56.2% |
| Participation rate | 39.3% | 61.6%-22.3pp | 69.2%-29.9pp | 70.7%-31.4pp |
| Annual return | 43.33% | 21.81%+21.5pp | 35.62%+7.7pp | 27571.02%-27527.7pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,005 | $2,079+44.6% | $2,958+1.6% | $3,224-6.8% |
| Admin fee / account holder | $32 | $152-78.8% | $5,134-99.4% | $110-70.8% |