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 | $47,480 |
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 | $25,979 | $48,698-46.7% | $93,606-72.2% | $199,593-87.0% |
| Participation rate | 18.1% | 63.5%-45.5pp | 68.7%-50.6pp | 72.0%-53.9pp |
| Annual return | 17.69% | 15.34%+2.3pp | 133.20%-115.5pp | 34.25%-16.6pp |
| Employer contribution / active EE | $254 | $1,135-77.6% | $2,420-89.5% | $3,034-91.6% |
| Participant deferral / active EE | $1,214 | $2,817-56.9% | $4,411-72.5% | $5,087-76.1% |
| Admin fee / account holder | $125 | $195-35.8% | $8,285-98.5% | $269-53.4% |