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 10-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 | $22,158 |
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 | $61,666 | $86,929-29.1% | $102,423-39.8% | $80,856-23.7% |
| Participation rate | 48.6% | 72.4%-23.8pp | 76.5%-27.9pp | 67.6%-19.1pp |
| Annual return | 14.13% | 18.88%-4.8pp | 29.32%-15.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $9,570 | $2,369+303.9% | $3,023+216.5% | $2,755+247.4% |
| Participant deferral / active EE | $15,019 | $4,118+264.7% | $5,053+197.2% | $4,296+249.6% |
| Admin fee / account holder | $155 | $8,049-98.1% | $9,451-98.4% | $6,918-97.8% |