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 | $15,097 |
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 | $67,852 | $65,592+3.4% | $90,160-24.7% | $69,631-2.6% |
| Participation rate | 60.5% | 77.6%-17.1pp | 76.9%-16.4pp | 70.7%-10.2pp |
| Annual return | 22.30% | 57.10%-34.8pp | 34.88%-12.6pp | 27571.02%-27548.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,318-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,125 | $5,257+16.5% | $5,288+15.8% | $3,224+90.0% |
| Admin fee / account holder | $60 | $86-29.8% | $5,943-99.0% | $110-45.5% |