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 6-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 | $31,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,079 | $59,584+24.3% | $86,874-14.7% | $79,386-6.7% |
| Participation rate | 58.4% | 67.7%-9.2pp | 71.6%-13.2pp | 70.7%-12.3pp |
| Annual return | 28.85% | 23.15%+5.7pp | 63.52%-34.7pp | 116.85%-88.0pp |
| Employer contribution / active EE | $2,055 | $1,768+16.2% | $2,495-17.7% | $2,427-15.4% |
| Participant deferral / active EE | $3,869 | $3,036+27.4% | $3,699+4.6% | $4,046-4.4% |
| Admin fee / account holder | $308 | $604-49.0% | $5,828-94.7% | $626-50.8% |