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 | $39,296 |
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.
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 | $43,005 | $69,477-38.1% | $94,646-54.6% | $71,457-39.8% |
| Participation rate | 62.4% | 78.4%-16.1pp | 80.8%-18.4pp | 67.9%-5.5pp |
| Annual return | 22.32% | 29.66%-7.3pp | 156.71%-134.4pp | 28.85%-6.5pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,965 | $7,345+8.5% | $7,418+7.4% | $4,289+85.7% |
| Admin fee / account holder | $128 | $1,210-89.4% | $7,231-98.2% | $1,587-91.9% |