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 | $130,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,038 | $23,734+203.5% | $69,182+4.1% | $65,292+10.3% |
| Participation rate | 33.7% | 33.1%+0.5pp | 55.1%-21.4pp | 72.4%-38.8pp |
| Annual return | 15.54% | 19.78%-4.2pp | -21.93%+37.5pp | 11.84%+3.7pp |
| Employer contribution / active EE | $752 | $294+155.6% | $1,206-37.7% | $2,302-67.3% |
| Participant deferral / active EE | $1,586 | $695+128.1% | $1,897-16.4% | $3,579-55.7% |
| Admin fee / account holder | $51 | $58-12.2% | $2,697-98.1% | $57-10.5% |