Filed October 31, 2022
Total covered: 8 employees
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 | $7,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,282 | $28,416+24.2% | $73,545-52.0% | $69,631-49.3% |
| Participation rate | 42.8% | 38.3%+4.4pp | 54.9%-12.1pp | 70.7%-27.9pp |
| Annual return | 14.36% | -694.13%+708.5pp | -15.16%+29.5pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $933 | $430+116.6% | $1,219-23.5% | $2,032-54.1% |
| Participant deferral / active EE | $1,470 | $897+63.9% | $1,806-18.6% | $3,224-54.4% |
| Admin fee / account holder | $144 | $104+38.0% | $2,320-93.8% | $110+30.4% |