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 | $53,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $20,000 | $50,127-60.1% | $149,673-86.6% | $80,160-75.0% |
| Participation rate | 59.5% | 64.3%-4.7pp | 78.8%-19.2pp | 72.9%-13.4pp |
| Annual return | 18.54% | 29.82%-11.3pp | 134.42%-115.9pp | 40.38%-21.8pp |
| Employer contribution / active EE | $589 | $1,865-68.4% | $4,818-87.8% | $2,978-80.2% |
| Participant deferral / active EE | $1,942 | $3,194-39.2% | $5,680-65.8% | $5,017-61.3% |
| Admin fee / account holder | $50 | $153-67.1% | $13,210-99.6% | $145-65.3% |