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 | $1,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,563 | $46,360-47.0% | $147,614-83.4% | $52,331-53.1% |
| Participation rate | 41.3% | 64.9%-23.6pp | 84.6%-43.3pp | 68.1%-26.8pp |
| Annual return | 0.54% | 1.62%-1.1pp | 61.98%-61.4pp | 4.54%-4.0pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,341 | $2,258-40.6% | $4,895-72.6% | $3,022-55.6% |
| Admin fee / account holder | $19 | $766-97.5% | $11,611-99.8% | $592-96.8% |