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 8-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 | $39,594 |
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.
Annual investment return 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 | $35,353 | $58,320-39.4% | $86,436-59.1% | $66,914-47.2% |
| Participation rate | 63.5% | 78.6%-15.1pp | 80.3%-16.8pp | 69.8%-6.3pp |
| Annual return | -19.37% | -9.71%-9.7pp | 4394.89%-4414.3pp | 1.58%-20.9pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,216 | $6,899+33.6% | $6,952+32.6% | $4,237+117.5% |
| Admin fee / account holder | $133 | $546-75.7% | $6,731-98.0% | $593-77.6% |