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 | $372,432 |
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 | $66,953 | $79,240-15.5% | $117,854-43.2% | $80,976-17.3% |
| Participation rate | 60.7% | 68.1%-7.4pp | 79.7%-19.0pp | 68.3%-7.6pp |
| Annual return | 21.91% | 34.09%-12.2pp | 335.08%-313.2pp | 22.91%-1.0pp |
| Employer contribution / active EE | $1,730 | $2,142-19.2% | $3,786-54.3% | $2,402-28.0% |
| Participant deferral / active EE | $3,192 | $3,102+2.9% | $4,482-28.8% | $3,848-17.1% |
| Admin fee / account holder | $46 | $65-29.4% | $8,020-99.4% | $67-31.9% |