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 | $4,003 |
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 | $70,194 | $66,750+5.2% | $105,722-33.6% | $57,658+21.7% |
| Participation rate | 43.4% | 79.2%-35.8pp | 78.9%-35.5pp | 70.2%-26.9pp |
| Annual return | 9.49% | 10.99%-1.5pp | 12.25%-2.8pp | 5.13%+4.4pp |
| Employer contribution / active EE | $1,869 | $3,766-50.4% | $4,079-54.2% | $1,974-5.3% |
| Participant deferral / active EE | $2,670 | $4,933-45.9% | $5,326-49.9% | $3,061-12.8% |
| Admin fee / account holder | $11 | $88-87.6% | $8,308-99.9% | $95-88.4% |