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 | $1,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $135,636 | $55,636+143.8% | $81,983+65.4% | $73,488+84.6% |
| Participation rate | 35.7% | 62.3%-26.6pp | 69.2%-33.5pp | 70.7%-35.0pp |
| Annual return | 15.15% | 19.07%-3.9pp | 41.31%-26.2pp | 28.51%-13.4pp |
| Employer contribution / active EE | $519 | $1,625-68.0% | $2,498-79.2% | $2,270-77.1% |
| Participant deferral / active EE | $2,242 | $2,762-18.8% | $3,722-39.8% | $3,740-40.0% |
| Admin fee / account holder | $34 | $493-93.1% | $5,664-99.4% | $513-93.4% |