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 8-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 | $6,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $49,385 | $113,293-56.4% | $67,511-26.8% | $199,768-75.3% |
| Participation rate | 54.7% | 73.3%-18.7pp | 72.9%-18.2pp | 72.0%-17.3pp |
| Annual return | 0.00% | 15.88%-15.9pp | 3517.41%-3517.4pp | 34.26%-34.3pp |
| Employer contribution / active EE | $1,353 | $3,401-60.2% | $2,733-50.5% | $3,037-55.4% |
| Participant deferral / active EE | $1,852 | $4,159-55.5% | $4,000-53.7% | $5,090-63.6% |
| Admin fee / account holder | $14 | $103-86.5% | $3,999-99.7% | $269-94.8% |