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 | $2,014 |
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 | $53,012 | $37,393+41.8% | $77,024-31.2% | $66,914-20.8% |
| Participation rate | 69.5% | 52.9%+16.7pp | 67.9%+1.6pp | 69.8%-0.3pp |
| Annual return | -12.69% | -3.29%-9.4pp | 42.32%-55.0pp | 1.58%-14.3pp |
| Employer contribution / active EE | $2,866 | $1,531+87.2% | $2,812+1.9% | $2,544+12.7% |
| Participant deferral / active EE | $6,087 | $2,617+132.6% | $4,426+37.5% | $4,237+43.7% |
| Admin fee / account holder | $10 | $567-98.3% | $5,425-99.8% | $593-98.4% |