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 8-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 | $1,138 |
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 | $21,691 | $52,293-58.5% | $178,490-87.8% | $73,409-70.5% |
| Participation rate | 44.4% | 65.3%-20.9pp | 81.9%-37.5pp | 72.2%-27.7pp |
| Annual return | 23.97% | 34.75%-10.8pp | 151.07%-127.1pp | 59.29%-35.3pp |
| Employer contribution / active EE | $337 | $1,735-80.6% | $5,011-93.3% | $2,234-84.9% |
| Participant deferral / active EE | $2,253 | $2,332-3.4% | $5,202-56.7% | $3,805-40.8% |
| Admin fee / account holder | $6 | $127-95.5% | $13,984-100.0% | $158-96.4% |