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 | $795 |
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 | $93,154 | $104,475-10.8% | $159,436-41.6% | $79,386+17.3% |
| Participation rate | 41.3% | 76.6%-35.3pp | 82.8%-41.5pp | 70.7%-29.4pp |
| Annual return | 22.75% | 67.95%-45.2pp | 263.57%-240.8pp | 116.85%-94.1pp |
| Employer contribution / active EE | $813 | $3,417-76.2% | $4,829-83.2% | $2,427-66.5% |
| Participant deferral / active EE | $3,175 | $6,467-50.9% | $7,352-56.8% | $4,046-21.5% |
| Admin fee / account holder | $12 | $711-98.3% | $10,799-99.9% | $626-98.1% |