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 | $78,976+14.0% | $100,383-10.3% | $74,546+20.7% |
| Participation rate | 55.7% | 79.5%-23.8pp | 81.5%-25.8pp | 67.2%-11.5pp |
| Annual return | 15.35% | 20.62%-5.3pp | 49.26%-33.9pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,953 | $7,758-36.2% | $8,086-38.8% | $4,347+13.9% |
| Admin fee / account holder | $86 | $1,330-93.5% | $7,900-98.9% | $1,944-95.6% |