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 | $894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $48,066 | $66,813-28.1% | $100,516-52.2% | $73,488-34.6% |
| Participation rate | 64.2% | 77.5%-13.3pp | 79.4%-15.2pp | 70.7%-6.5pp |
| Annual return | 13.74% | 25.70%-12.0pp | 30.89%-17.2pp | 28.51%-14.8pp |
| Employer contribution / active EE | $919 | $2,147-57.2% | $3,418-73.1% | $2,270-59.5% |
| Participant deferral / active EE | $3,356 | $5,883-43.0% | $6,270-46.5% | $3,740-10.3% |
| Admin fee / account holder | $3 | $512-99.5% | $8,081-100.0% | $513-99.5% |