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 | $506 |
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 | $35,869 | $64,348-44.3% | $90,160-60.2% | $70,131-48.9% |
| Participation rate | 58.3% | 70.4%-12.1pp | 76.9%-18.5pp | 69.5%-11.2pp |
| Annual return | 17.68% | 28.13%-10.5pp | 34.88%-17.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,252 | $2,046-38.8% | $3,318-62.3% | $2,342-46.6% |
| Participant deferral / active EE | $9,047 | $4,389+106.1% | $5,288+71.1% | $3,332+171.5% |
| Admin fee / account holder | $1 | $3,944-100.0% | $5,943-100.0% | $4,645-100.0% |