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 | $7,081 |
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 | $28,643 | $39,458-27.4% | $60,547-52.7% | $55,191-48.1% |
| Participation rate | 45.4% | 59.6%-14.2pp | 68.0%-22.6pp | 69.2%-23.8pp |
| Annual return | 1.70% | 3.35%-1.7pp | 335.64%-333.9pp | 10.78%-9.1pp |
| Employer contribution / active EE | $295 | $1,210-75.6% | $2,419-87.8% | $1,899-84.5% |
| Participant deferral / active EE | $1,455 | $2,140-32.0% | $3,328-56.3% | $3,046-52.2% |
| Admin fee / account holder | $36 | $95-62.3% | $4,536-99.2% | $91-60.5% |