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 | $1,589 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,613 | $91,407-3.1% | $135,903-34.8% | $71,457+24.0% |
| Participation rate | 50.0% | 75.7%-25.7pp | 81.9%-31.9pp | 67.9%-17.9pp |
| Annual return | 6.02% | 29.90%-23.9pp | 68.23%-62.2pp | 28.85%-22.8pp |
| Employer contribution / active EE | $970 | $3,703-73.8% | $4,856-80.0% | $2,588-62.5% |
| Participant deferral / active EE | $4,177 | $7,092-41.1% | $7,758-46.2% | $4,289-2.6% |
| Admin fee / account holder | $23 | $1,266-98.2% | $10,762-99.8% | $1,587-98.5% |