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 | $219,619 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,089 | $46,219-19.8% | $89,391-58.5% | $90,288-58.9% |
| Participation rate | 37.3% | 44.9%-7.6pp | 68.0%-30.7pp | 73.4%-36.1pp |
| Annual return | 19.04% | 25.71%-6.7pp | 245.62%-226.6pp | 53.97%-34.9pp |
| Employer contribution / active EE | $724 | $953-24.0% | $2,586-72.0% | $2,524-71.3% |
| Participant deferral / active EE | $2,194 | $2,136+2.7% | $3,890-43.6% | $4,232-48.2% |
| Admin fee / account holder | $129 | $147-12.0% | $4,881-97.4% | $114+13.3% |