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 |
|---|---|---|
FIIOC1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $562 |
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 | $36,700 | $52,681-30.3% | $75,781-51.6% | $59,632-38.5% |
| Participation rate | 65.5% | 67.2%-1.8pp | 75.8%-10.4pp | 68.7%-3.2pp |
| Annual return | -2.15% | 2.95%-5.1pp | 9.68%-11.8pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $919 | $2,193-58.1% | $3,323-72.3% | $2,203-58.3% |
| Participant deferral / active EE | $1,654 | $2,591-36.2% | $3,651-54.7% | $3,192-48.2% |
| Admin fee / account holder | $10 | $3,610-99.7% | $5,299-99.8% | $4,297-99.8% |