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 | $18,574 |
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 | $83,039 | $65,118+27.5% | $76,768+8.2% | $55,725+49.0% |
| Participation rate | 41.9% | 79.6%-37.8pp | 77.0%-35.1pp | 70.9%-29.0pp |
| Annual return | 18.51% | -1.27%+19.8pp | 2.43%+16.1pp | 244.93%-226.4pp |
| Employer contribution / active EE | $1,271 | $1,941-34.5% | $2,485-48.9% | $2,078-38.9% |
| Participant deferral / active EE | $2,365 | $3,688-35.9% | $3,852-38.6% | $3,356-29.5% |
| Admin fee / account holder | $111 | $116-4.0% | $6,675-98.3% | $115-3.4% |