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 | $50 |
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 | $70,287 | $99,078-29.1% | $96,544-27.2% | $74,419-5.6% |
| Participation rate | 36.8% | 80.7%-43.8pp | 76.0%-39.1pp | 70.7%-33.9pp |
| Annual return | 69.64% | 22.48%+47.2pp | 25.84%+43.8pp | 34.38%+35.3pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,858 | $4,933-42.1% | $4,851-41.1% | $4,528-36.9% |
| Admin fee / account holder | $0 | $225-99.9% | $8,252-100.0% | $348-99.9% |