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 | $6,094 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $27,834 | $87,705-68.3% | $63,517-56.2% | $125,391-77.8% |
| Participation rate | 50.0% | 77.0%-27.0pp | 71.0%-21.0pp | 83.2%-33.2pp |
| Annual return | 0.74% | 21.70%-21.0pp | -70.30%+71.0pp | 282.22%-281.5pp |
| Employer contribution / active EE | $3,440 | $3,601-4.5% | $2,322+48.1% | $4,866-29.3% |
| Participant deferral / active EE | $7,685 | $3,939+95.1% | $2,953+160.2% | $5,352+43.6% |
| Admin fee / account holder | $13 | $11,948-99.9% | $5,892-99.8% | $9,540-99.9% |