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 9-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 | $1,594 |
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 | $74,090 | $43,133+71.8% | $89,391-17.1% | $73,488+0.8% |
| Participation rate | 63.9% | 55.0%+9.0pp | 68.0%-4.1pp | 70.7%-6.8pp |
| Annual return | 17.52% | 135.66%-118.1pp | 245.62%-228.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,415 | $1,438+67.9% | $2,586-6.6% | $2,270+6.4% |
| Participant deferral / active EE | $5,838 | $2,445+138.8% | $3,890+50.1% | $3,740+56.1% |
| Admin fee / account holder | $13 | $444-97.1% | $4,881-99.7% | $513-97.5% |