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 | $40,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,936 | $72,482-33.9% | $129,110-62.9% | $64,808-26.0% |
| Participation rate | 59.7% | 79.2%-19.6pp | 77.3%-17.6pp | 71.5%-11.8pp |
| Annual return | -18.66% | -9.08%-9.6pp | -10.94%-7.7pp | 32.82%-51.5pp |
| Employer contribution / active EE | $1,714 | $4,247-59.6% | $5,052-66.1% | $2,506-31.6% |
| Participant deferral / active EE | $3,647 | $5,679-35.8% | $6,542-44.3% | $4,310-15.4% |
| Admin fee / account holder | $174 | $144+20.7% | $14,302-98.8% | $188-7.2% |