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 4-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 | $7,849 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,261 | $53,165+11.5% | $86,188-31.2% | $74,419-20.4% |
| Participation rate | 55.0% | 64.9%-9.9pp | 69.0%-14.0pp | 70.7%-15.7pp |
| Annual return | 33.79% | 22.64%+11.1pp | 1168.45%-1134.7pp | 34.38%-0.6pp |
| Employer contribution / active EE | $3,496 | $1,210+189.0% | $2,380+46.9% | $2,637+32.6% |
| Participant deferral / active EE | $6,707 | $3,234+107.4% | $3,985+68.3% | $4,528+48.1% |
| Admin fee / account holder | $36 | $551-93.4% | $6,852-99.5% | $348-89.6% |