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 35-0145825 | Loan Processing | $4,986 |
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 | $27,556 | $53,901-48.9% | $134,143-79.5% | $73,488-62.5% |
| Participation rate | 68.5% | 62.8%+5.7pp | 72.2%-3.7pp | 70.7%-2.2pp |
| Annual return | 15.54% | 15.82%-0.3pp | 36.33%-20.8pp | 28.51%-13.0pp |
| Employer contribution / active EE | $267 | $1,458-81.7% | $3,704-92.8% | $2,270-88.3% |
| Participant deferral / active EE | $1,007 | $2,739-63.2% | $3,499-71.2% | $3,740-73.1% |
| Admin fee / account holder | $2 | $581-99.7% | $6,684-100.0% | $513-99.6% |