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 | $669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $33,826 | $78,419-56.9% | $133,956-74.7% | $73,409-53.9% |
| Participation rate | 46.1% | 78.6%-32.5pp | 79.8%-33.8pp | 72.2%-26.1pp |
| Annual return | 22.71% | 33.35%-10.6pp | 45.09%-22.4pp | 59.29%-36.6pp |
| Employer contribution / active EE | $1,111 | $2,044-45.6% | $3,919-71.6% | $2,234-50.3% |
| Participant deferral / active EE | $2,263 | $3,925-42.4% | $5,048-55.2% | $3,805-40.5% |
| Admin fee / account holder | $3 | $161-98.0% | $8,927-100.0% | $158-98.0% |