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 | $417,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,654 | $38,509-33.4% | $90,645-71.7% | $73,367-65.0% |
| Participation rate | 27.2% | 45.9%-18.7pp | 74.0%-46.8pp | 69.5%-42.2pp |
| Annual return | -3.57% | 2.07%-5.6pp | 1.88%-5.5pp | 173.45%-177.0pp |
| Employer contribution / active EE | $541 | $754-28.3% | $2,532-78.6% | $2,499-78.4% |
| Participant deferral / active EE | $770 | $1,495-48.5% | $3,425-77.5% | $4,033-80.9% |
| Admin fee / account holder | $56 | $48+15.6% | $4,994-98.9% | $68-18.4% |