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 | $13,385 |
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 | $97,249 | $89,436+8.7% | $164,813-41.0% | $77,643+25.3% |
| Participation rate | 69.6% | 78.6%-9.0pp | 78.6%-9.0pp | 70.6%-1.0pp |
| Annual return | 10.62% | 28.83%-18.2pp | 69.93%-59.3pp | 31.24%-20.6pp |
| Employer contribution / active EE | $987 | $2,569-61.6% | $4,341-77.3% | $2,726-63.8% |
| Participant deferral / active EE | $3,686 | $4,897-24.7% | $6,031-38.9% | $4,647-20.7% |
| Admin fee / account holder | $51 | $339-84.9% | $12,690-99.6% | $430-88.1% |