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 | $8,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,991 | $72,607-29.8% | $90,749-43.8% | $66,914-23.8% |
| Participation rate | 63.3% | 73.7%-10.3pp | 75.7%-12.4pp | 69.8%-6.5pp |
| Annual return | -15.21% | -12.28%-2.9pp | -12.16%-3.0pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,065 | $2,369-55.0% | $2,921-63.5% | $2,544-58.1% |
| Participant deferral / active EE | $2,216 | $3,977-44.3% | $4,564-51.5% | $4,237-47.7% |
| Admin fee / account holder | $49 | $707-93.1% | $8,445-99.4% | $593-91.7% |