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 | $2,869 |
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 | $62,092 | $62,267-0.3% | $110,238-43.7% | $55,725+11.4% |
| Participation rate | 54.3% | 78.1%-23.8pp | 79.8%-25.5pp | 70.9%-16.6pp |
| Annual return | -4.23% | -1.07%-3.2pp | 314.74%-319.0pp | 244.93%-249.2pp |
| Employer contribution / active EE | $552 | $1,941-71.6% | $3,826-85.6% | $2,078-73.5% |
| Participant deferral / active EE | $3,646 | $3,516+3.7% | $4,672-22.0% | $3,356+8.7% |
| Admin fee / account holder | $16 | $121-87.1% | $8,547-99.8% | $115-86.5% |