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 | $12,778 |
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 | $54,091 | $56,640-4.5% | $80,975-33.2% | $57,658-6.2% |
| Participation rate | 59.5% | 75.9%-16.4pp | 75.8%-16.3pp | 70.2%-10.8pp |
| Annual return | 9.56% | 19.97%-10.4pp | 17.10%-7.5pp | 5.13%+4.4pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,714-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,401 | $4,944+9.2% | $5,696-5.2% | $3,061+76.5% |
| Admin fee / account holder | $52 | $87-40.8% | $5,516-99.1% | $95-45.5% |