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 | $8,048 |
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 | $89,994 | $79,013+13.9% | $100,391-10.4% | $74,495+20.8% |
| Participation rate | 55.7% | 79.5%-23.8pp | 81.5%-25.8pp | 67.2%-11.5pp |
| Annual return | 15.35% | 20.41%-5.1pp | 49.20%-33.8pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,953 | $7,760-36.2% | $8,082-38.7% | $4,346+14.0% |
| Admin fee / account holder | $86 | $1,320-93.5% | $7,899-98.9% | $1,942-95.5% |