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 6-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 | $5,771 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,876 | $65,435-81.9% | $86,677-86.3% | $66,914-82.3% |
| Participation rate | 39.5% | 75.5%-36.0pp | 76.6%-37.1pp | 69.8%-30.3pp |
| Annual return | -18.22% | -10.89%-7.3pp | 35.91%-54.1pp | 1.58%-19.8pp |
| Employer contribution / active EE | $965 | $2,153-55.2% | $2,836-66.0% | $2,544-62.1% |
| Participant deferral / active EE | $2,203 | $4,100-46.3% | $4,656-52.7% | $4,237-48.0% |
| Admin fee / account holder | $94 | $642-85.4% | $7,493-98.7% | $593-84.2% |