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 | $4,412 |
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 | $60,122 | $54,320+10.7% | $67,652-11.1% | $52,331+14.9% |
| Participation rate | 56.1% | 73.6%-17.5pp | 75.7%-19.6pp | 68.1%-12.1pp |
| Annual return | 1.92% | 6.81%-4.9pp | 6625.04%-6623.1pp | 4.54%-2.6pp |
| Employer contribution / active EE | $327 | $1,544-78.8% | $2,266-85.6% | $1,882-82.6% |
| Participant deferral / active EE | $2,521 | $2,950-14.6% | $3,560-29.2% | $3,022-16.6% |
| Admin fee / account holder | $38 | $527-92.7% | $4,821-99.2% | $592-93.5% |