Filed June 19, 2025
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 | $64,879 |
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 | $24,284 | $45,382-46.5% | $154,107-84.2% | $75,289-67.7% |
| Participation rate | 55.8% | 65.9%-10.1pp | 83.0%-27.3pp | 72.4%-16.6pp |
| Annual return | -5.50% | -0.47%-5.0pp | 735.12%-740.6pp | -0.04%-5.5pp |
| Employer contribution / active EE | $810 | $1,533-47.2% | $5,298-84.7% | $2,405-66.3% |
| Participant deferral / active EE | $869 | $2,384-63.5% | $5,081-82.9% | $3,739-76.8% |
| Admin fee / account holder | $70 | $89-21.6% | $13,411-99.5% | $102-31.5% |