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 4-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 | $10,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,849 | $88,083-69.5% | $164,813-83.7% | $74,495-64.0% |
| Participation rate | 66.8% | 73.0%-6.2pp | 78.6%-11.8pp | 67.2%-0.4pp |
| Annual return | 269.40% | 17.26%+252.1pp | 69.93%+199.5pp | 1364.94%-1095.5pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,531 | $4,498-43.7% | $6,031-58.0% | $4,346-41.8% |
| Admin fee / account holder | $112 | $2,234-95.0% | $12,690-99.1% | $1,942-94.3% |