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 | $4,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $36,166 | $48,576-25.5% | $169,463-78.7% | $56,287-35.7% |
| Participation rate | 46.2% | 65.8%-19.7pp | 77.8%-31.6pp | 69.9%-23.7pp |
| Annual return | -6.03% | -2.51%-3.5pp | 1.83%-7.9pp | -9.96%+3.9pp |
| Employer contribution / active EE | $284 | $1,559-81.8% | $4,159-93.2% | $2,111-86.5% |
| Participant deferral / active EE | $1,312 | $3,275-60.0% | $5,277-75.1% | $3,350-60.8% |
| Admin fee / account holder | $46 | $435-89.4% | $9,109-99.5% | $521-91.2% |