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 | $13,099 |
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 | $70,216 | $54,193+29.6% | $93,606-25.0% | $77,643-9.6% |
| Participation rate | 47.2% | 63.9%-16.8pp | 68.7%-21.6pp | 70.6%-23.4pp |
| Annual return | 17.30% | 30.54%-13.2pp | 133.20%-115.9pp | 31.24%-13.9pp |
| Employer contribution / active EE | $2,792 | $1,168+139.0% | $2,420+15.4% | $2,726+2.4% |
| Participant deferral / active EE | $6,020 | $3,144+91.5% | $4,411+36.5% | $4,647+29.5% |
| Admin fee / account holder | $54 | $576-90.6% | $8,285-99.3% | $430-87.5% |