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 | $9,040 |
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 | $63,219 | $54,320+16.4% | $67,652-6.6% | $52,331+20.8% |
| Participation rate | 68.3% | 73.6%-5.3pp | 75.7%-7.3pp | 68.1%+0.2pp |
| Annual return | -1.30% | 6.81%-8.1pp | 6625.04%-6626.3pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,454 | $1,544-5.8% | $2,266-35.8% | $1,882-22.7% |
| Participant deferral / active EE | $2,969 | $2,950+0.6% | $3,560-16.6% | $3,022-1.8% |
| Admin fee / account holder | $72 | $527-86.3% | $4,821-98.5% | $592-87.8% |