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 | $400 |
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 | $103,336 | $80,753+28.0% | $136,294-24.2% | $62,292+65.9% |
| Participation rate | 61.1% | 73.5%-12.4pp | 81.9%-20.8pp | 69.5%-8.4pp |
| Annual return | 20.90% | 35.83%-14.9pp | 5155.94%-5135.0pp | 28.90%-8.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $10,480 | $5,164+102.9% | $6,247+67.8% | $3,169+230.7% |
| Admin fee / account holder | $12 | $525-97.7% | $9,243-99.9% | $479-97.4% |