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 | $32,688 |
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 | $52,448 | $79,184-33.8% | $102,438-48.8% | $74,546-29.6% |
| Participation rate | 55.2% | 74.8%-19.6pp | 76.5%-21.3pp | 67.2%-12.0pp |
| Annual return | 15.74% | 54.95%-39.2pp | 29.37%-13.6pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $1,686 | $2,362-28.6% | $3,024-44.2% | $2,624-35.8% |
| Participant deferral / active EE | $3,418 | $4,414-22.6% | $5,054-32.4% | $4,347-21.4% |
| Admin fee / account holder | $243 | $2,001-87.9% | $9,448-97.4% | $1,944-87.5% |