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 | $1,875 |
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 | $45,880 | $75,284-39.1% | $91,001-49.6% | $69,631-34.1% |
| Participation rate | 47.5% | 80.4%-32.9pp | 75.6%-28.1pp | 70.7%-23.2pp |
| Annual return | 17.85% | 48.40%-30.6pp | 4.60%+13.2pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $1,119 | $2,473-54.7% | $2,456-54.4% | $2,032-44.9% |
| Participant deferral / active EE | $2,102 | $3,700-43.2% | $3,547-40.7% | $3,224-34.8% |
| Admin fee / account holder | $10 | $111-90.8% | $5,417-99.8% | $110-90.8% |