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 | $48,626 |
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.
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 | $42,434 | $109,659-61.3% | $62,929-32.6% | $103,975-59.2% |
| Participation rate | 33.1% | 71.6%-38.4pp | 73.1%-40.0pp | 72.5%-39.4pp |
| Annual return | 20.95% | 15.88%+5.1pp | 1063.93%-1043.0pp | 19.41%+1.5pp |
| Employer contribution / active EE | $690 | $3,440-80.0% | $2,505-72.5% | $3,722-81.5% |
| Participant deferral / active EE | $1,948 | $4,009-51.4% | $3,888-49.9% | $5,343-63.5% |
| Admin fee / account holder | $70 | $130-46.7% | $5,065-98.6% | $332-79.1% |