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 | $5,006 |
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 | $47,831 | $48,064-0.5% | $78,778-39.3% | $69,631-31.3% |
| Participation rate | 48.6% | 61.6%-13.0pp | 69.2%-20.6pp | 70.7%-22.1pp |
| Annual return | 18.81% | 21.81%-3.0pp | 35.62%-16.8pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $647 | $744-13.0% | $1,986-67.4% | $2,032-68.2% |
| Participant deferral / active EE | $2,509 | $2,079+20.7% | $2,958-15.2% | $3,224-22.2% |
| Admin fee / account holder | $25 | $152-83.4% | $5,134-99.5% | $110-77.2% |