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 | $89,200 |
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 | $69,331 | $70,961-2.3% | $108,579-36.1% | $65,292+6.2% |
| Participation rate | 57.8% | 80.9%-23.1pp | 79.6%-21.8pp | 72.4%-14.6pp |
| Annual return | 17.73% | 10.24%+7.5pp | -51.70%+69.4pp | 11.84%+5.9pp |
| Employer contribution / active EE | $1,505 | $1,833-17.9% | $3,758-60.0% | $2,302-34.6% |
| Participant deferral / active EE | $2,904 | $3,662-20.7% | $4,311-32.6% | $3,579-18.9% |
| Admin fee / account holder | $15 | $43-65.2% | $7,645-99.8% | $57-74.2% |