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 | $913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $87,879 | $99,957-12.1% | $149,696-41.3% | $73,488+19.6% |
| Participation rate | 41.2% | 75.7%-34.5pp | 82.5%-41.2pp | 70.7%-29.5pp |
| Annual return | 7.90% | 53.87%-46.0pp | 276.60%-268.7pp | 28.51%-20.6pp |
| Employer contribution / active EE | $787 | $3,191-75.3% | $4,644-83.0% | $2,270-65.3% |
| Participant deferral / active EE | $3,454 | $6,073-43.1% | $6,842-49.5% | $3,740-7.6% |
| Admin fee / account holder | $17 | $551-97.0% | $9,309-99.8% | $513-96.8% |