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 | $7,760 |
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 | $28,848 | $36,916-21.9% | $156,549-81.6% | $57,658-50.0% |
| Participation rate | 42.2% | 63.4%-21.3pp | 84.0%-41.8pp | 70.2%-28.1pp |
| Annual return | 17.79% | 12.38%+5.4pp | 32.23%-14.4pp | 5.13%+12.7pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,913 | $1,926+103.2% | $4,871-19.7% | $3,061+27.8% |
| Admin fee / account holder | $40 | $82-52.0% | $13,027-99.7% | $95-58.1% |