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 | $524,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,695 | $64,975+42.7% | $97,226-4.7% | $106,382-12.9% |
| Participation rate | 8.4% | 45.4%-36.9pp | 72.7%-64.3pp | 69.9%-61.5pp |
| Annual return | 15.14% | 15.21%-0.1pp | 75.13%-60.0pp | 17.37%-2.2pp |
| Employer contribution / active EE | $662 | $1,126-41.2% | $2,729-75.7% | $3,364-80.3% |
| Participant deferral / active EE | $1,014 | $2,466-58.9% | $4,264-76.2% | $5,569-81.8% |
| Admin fee / account holder | $133 | $69+94.2% | $5,654-97.6% | $79+68.1% |