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 | $4,140 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $80,819 | $71,192+13.5% | $117,854-31.4% | $62,292+29.7% |
| Participation rate | 58.8% | 74.2%-15.4pp | 79.7%-20.8pp | 69.5%-10.7pp |
| Annual return | 18.89% | 18.66%+0.2pp | 335.08%-316.2pp | 28.90%-10.0pp |
| Employer contribution / active EE | $1,664 | $1,934-13.9% | $3,786-56.0% | $2,042-18.5% |
| Participant deferral / active EE | $2,964 | $3,189-7.1% | $4,482-33.9% | $3,169-6.5% |
| Admin fee / account holder | $39 | $587-93.3% | $8,020-99.5% | $479-91.8% |