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 | $148,256 |
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 | $35,400 | $37,213-4.9% | $156,549-77.4% | $63,975-44.7% |
| Participation rate | 60.1% | 65.0%-4.9pp | 84.0%-23.9pp | 71.1%-11.0pp |
| Annual return | 53.23% | 47.89%+5.3pp | 32.23%+21.0pp | 48.65%+4.6pp |
| Employer contribution / active EE | $1,956 | $1,357+44.2% | $5,501-64.4% | $2,182-10.3% |
| Participant deferral / active EE | $3,937 | $2,070+90.2% | $4,871-19.2% | $3,356+17.3% |
| Admin fee / account holder | $76 | $56+34.3% | $13,027-99.4% | $70+7.4% |