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 | $7,116 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,380 | $92,090-46.4% | $106,201-53.5% | $77,671-36.4% |
| Participation rate | 57.1% | 81.0%-23.9pp | 75.3%-18.1pp | 70.6%-13.4pp |
| Annual return | 16.54% | 17.89%-1.3pp | 116.26%-99.7pp | 31.21%-14.7pp |
| Employer contribution / active EE | $1,323 | $3,368-60.7% | $3,170-58.3% | $2,726-51.5% |
| Participant deferral / active EE | $4,339 | $5,386-19.5% | $5,012-13.4% | $4,648-6.7% |
| Admin fee / account holder | $55 | $219-74.7% | $11,039-99.5% | $430-87.1% |