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 5-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 | $41,486 |
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 | $30,421 | $61,156-50.3% | $185,823-83.6% | $79,386-61.7% |
| Participation rate | 33.1% | 66.6%-33.5pp | 81.7%-48.6pp | 70.7%-37.6pp |
| Annual return | 14.01% | 19.45%-5.4pp | 122.05%-108.0pp | 116.85%-102.8pp |
| Employer contribution / active EE | $802 | $2,321-65.4% | $5,167-84.5% | $2,427-67.0% |
| Participant deferral / active EE | $1,670 | $2,789-40.1% | $5,568-70.0% | $4,046-58.7% |
| Admin fee / account holder | $241 | $710-66.1% | $16,237-98.5% | $626-61.6% |