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 | $39,536 |
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).
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 | $59,263 | $38,833+52.6% | $78,778-24.8% | $77,958-24.0% |
| Participation rate | 19.2% | 60.9%-41.8pp | 69.2%-50.0pp | 71.6%-52.5pp |
| Annual return | 17.42% | 20.31%-2.9pp | 35.62%-18.2pp | 20.87%-3.4pp |
| Employer contribution / active EE | $457 | $840-45.5% | $1,986-77.0% | $2,310-80.2% |
| Participant deferral / active EE | $835 | $1,776-53.0% | $2,958-71.8% | $3,537-76.4% |
| Admin fee / account holder | $103 | $89+16.0% | $5,134-98.0% | $97+6.0% |