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 | $2,585 |
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 | $40,304 | $68,413-41.1% | $123,104-67.3% | $55,191-27.0% |
| Participation rate | 63.4% | 84.5%-21.1pp | 86.8%-23.4pp | 69.2%-5.8pp |
| Annual return | -0.56% | 6.30%-6.9pp | 13.22%-13.8pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,684 | $3,050-44.8% | $5,151-67.3% | $1,899-11.3% |
| Participant deferral / active EE | $3,318 | $4,490-26.1% | $6,230-46.7% | $3,046+8.9% |
| Admin fee / account holder | $12 | $88-86.0% | $9,015-99.9% | $91-86.4% |