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 9-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 | $2,548 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,815 | $48,364-61.1% | $71,796-73.8% | $62,891-70.1% |
| Participation rate | 65.2% | 60.6%+4.6pp | 69.1%-3.9pp | 69.3%-4.1pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $3,044 | $1,042+192.2% | $1,924+58.2% | $2,281+33.5% |
| Participant deferral / active EE | $5,823 | $2,091+178.4% | $2,794+108.4% | $3,203+81.8% |
| Admin fee / account holder | $47 | $3,771-98.8% | $4,815-99.0% | $4,296-98.9% |