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 | $5,438 |
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 | $70,569 | $46,100+53.1% | $86,590-18.5% | $69,631+1.3% |
| Participation rate | 38.3% | 67.2%-28.9pp | 73.5%-35.3pp | 70.7%-32.4pp |
| Annual return | 17.77% | 21.02%-3.3pp | 964.84%-947.1pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $221 | $1,850-88.1% | $2,839-92.2% | $2,032-89.1% |
| Participant deferral / active EE | $1,720 | $2,432-29.3% | $3,609-52.3% | $3,224-46.7% |
| Admin fee / account holder | $30 | $94-67.8% | $4,906-99.4% | $110-72.6% |