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 | $21,086 |
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 | $112,105 | $91,372+22.7% | $129,995-13.8% | $74,419+50.6% |
| Participation rate | 69.0% | 77.8%-8.8pp | 78.5%-9.5pp | 70.7%-1.8pp |
| Annual return | 11.29% | 23.21%-11.9pp | -137.18%+148.5pp | 34.38%-23.1pp |
| Employer contribution / active EE | $1,125 | $2,563-56.1% | $4,320-74.0% | $2,637-57.4% |
| Participant deferral / active EE | $3,637 | $4,721-23.0% | $5,820-37.5% | $4,528-19.7% |
| Admin fee / account holder | $87 | $283-69.4% | $10,614-99.2% | $348-75.1% |