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 | $22,485 |
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 | $105,412 | $82,978+27.0% | $130,231-19.1% | $74,419+41.6% |
| Participation rate | 35.5% | 73.7%-38.1pp | 76.3%-40.8pp | 70.7%-35.2pp |
| Annual return | 35.57% | 123.05%-87.5pp | 38.77%-3.2pp | 34.38%+1.2pp |
| Employer contribution / active EE | $0 | $3,391-100.0% | $4,126-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,121 | $5,370-41.9% | $6,799-54.1% | $4,528-31.1% |
| Admin fee / account holder | $186 | $354-47.5% | $6,020-96.9% | $348-46.6% |