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 | $115,444-63.2% | $65,493-35.2% | $102,872-58.8% |
| Participation rate | 33.1% | 71.2%-38.0pp | 73.1%-39.9pp | 73.0%-39.9pp |
| Annual return | 20.95% | 15.94%+5.0pp | 982.45%-961.5pp | 19.06%+1.9pp |
| Employer contribution / active EE | $690 | $3,409-79.8% | $2,574-73.2% | $3,526-80.4% |
| Participant deferral / active EE | $1,948 | $4,118-52.7% | $3,961-50.8% | $5,535-64.8% |
| Admin fee / account holder | $70 | $123-43.4% | $5,028-98.6% | $292-76.2% |