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 35-0145825 | Loan Processing | $40,057 |
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 | $65,253 | $54,590+19.5% | $81,930-20.4% | $73,488-11.2% |
| Participation rate | 63.8% | 68.3%-4.6pp | 72.0%-8.2pp | 70.7%-6.9pp |
| Annual return | 18.71% | 17.74%+1.0pp | 29.49%-10.8pp | 28.51%-9.8pp |
| Employer contribution / active EE | $2,276 | $1,636+39.1% | $4,310-47.2% | $2,270+0.2% |
| Participant deferral / active EE | $4,060 | $2,759+47.2% | $7,107-42.9% | $3,740+8.6% |
| Admin fee / account holder | $1 | $592-99.8% | $5,158-100.0% | $513-99.8% |