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 | $16,822 |
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 | $41,373 | $39,973+3.5% | $79,550-48.0% | $77,904-46.9% |
| Participation rate | 48.3% | 64.6%-16.3pp | 69.5%-21.2pp | 73.7%-25.4pp |
| Annual return | -16.76% | 3.42%-20.2pp | 0.16%-16.9pp | 12.21%-29.0pp |
| Employer contribution / active EE | $967 | $1,088-11.1% | $2,413-59.9% | $2,848-66.0% |
| Participant deferral / active EE | $1,701 | $2,774-38.7% | $3,985-57.3% | $4,806-64.6% |
| Admin fee / account holder | $19 | $113-83.3% | $6,832-99.7% | $133-85.8% |