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 | $763 |
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.
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 | $79,915 | $84,487-5.4% | $125,339-36.2% | $66,914+19.4% |
| Participation rate | 47.4% | 76.4%-29.0pp | 82.4%-35.0pp | 69.8%-22.4pp |
| Annual return | -18.72% | -8.39%-10.3pp | 572.05%-590.8pp | 1.58%-20.3pp |
| Employer contribution / active EE | $827 | $3,553-76.7% | $4,814-82.8% | $2,544-67.5% |
| Participant deferral / active EE | $3,613 | $6,781-46.7% | $7,446-51.5% | $4,237-14.7% |
| Admin fee / account holder | $11 | $685-98.3% | $10,010-99.9% | $593-98.1% |