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 | $1,256 |
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 | $42,318 | $74,024-42.8% | $77,999-45.7% | $57,658-26.6% |
| Participation rate | 51.7% | 79.7%-28.0pp | 75.5%-23.8pp | 70.2%-18.5pp |
| Annual return | 8.71% | 12.14%-3.4pp | 425.96%-417.2pp | 5.13%+3.6pp |
| Employer contribution / active EE | $1,293 | $2,365-45.3% | $2,470-47.7% | $1,974-34.5% |
| Participant deferral / active EE | $2,124 | $3,533-39.9% | $3,497-39.3% | $3,061-30.6% |
| Admin fee / account holder | $7 | $93-92.3% | $5,480-99.9% | $95-92.4% |