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 | $1,312 |
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 | $55,066 | $72,254-23.8% | $86,677-36.5% | $64,808-15.0% |
| Participation rate | 34.7% | 80.4%-45.7pp | 76.6%-41.8pp | 71.5%-36.7pp |
| Annual return | -17.32% | 392.42%-409.7pp | 35.91%-53.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,624 | $4,658-43.7% | $4,656-43.6% | $4,310-39.1% |
| Admin fee / account holder | $12 | $174-93.4% | $7,493-99.8% | $188-93.9% |