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 | $19,977 |
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 | $44,649 | $44,626+0.1% | $86,188-48.2% | $80,160-44.3% |
| Participation rate | 40.4% | 63.5%-23.1pp | 69.0%-28.5pp | 72.9%-32.5pp |
| Annual return | 16.74% | 19.61%-2.9pp | 1168.45%-1151.7pp | 40.38%-23.6pp |
| Employer contribution / active EE | $731 | $1,099-33.5% | $2,380-69.3% | $2,978-75.5% |
| Participant deferral / active EE | $1,259 | $2,769-54.5% | $3,985-68.4% | $5,017-74.9% |
| Admin fee / account holder | $21 | $133-84.5% | $6,852-99.7% | $145-85.8% |