Filed October 3, 2019
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 | $16,575 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,250 | $79,694-25.7% | $96,139-38.4% | $79,386-25.4% |
| Participation rate | 50.8% | 54.0%-3.2pp | 68.4%-17.6pp | 70.7%-19.9pp |
| Annual return | 12.40% | 40.84%-28.4pp | 191.94%-179.5pp | 116.85%-104.4pp |
| Employer contribution / active EE | $1,313 | $1,443-9.0% | $2,797-53.0% | $2,427-45.9% |
| Participant deferral / active EE | $3,894 | $2,539+53.4% | $4,349-10.5% | $4,046-3.7% |
| Admin fee / account holder | $84 | $630-86.7% | $5,537-98.5% | $626-86.7% |