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 | $23,815 |
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 | $57,636 | $45,602+26.4% | $117,472-50.9% | $66,914-13.9% |
| Participation rate | 68.0% | 57.6%+10.4pp | 70.6%-2.5pp | 69.8%-1.8pp |
| Annual return | -19.10% | -16.74%-2.4pp | 29.74%-48.8pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,720 | $1,579+8.9% | $4,176-58.8% | $2,544-32.4% |
| Participant deferral / active EE | $2,926 | $2,845+2.8% | $4,070-28.1% | $4,237-30.9% |
| Admin fee / account holder | $109 | $661-83.5% | $5,645-98.1% | $593-81.6% |