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 | $9,993 |
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 | $27,271 | $91,190-70.1% | $178,490-84.7% | $79,858-65.9% |
| Participation rate | 65.1% | 69.2%-4.1pp | 81.9%-16.8pp | 69.6%-4.6pp |
| Annual return | 14.56% | 24.19%-9.6pp | 151.07%-136.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,068 | $3,256-36.5% | $5,011-58.7% | $2,471-16.3% |
| Participant deferral / active EE | $2,650 | $3,236-18.1% | $5,202-49.1% | $3,740-29.2% |
| Admin fee / account holder | $153 | $6,751-97.7% | $13,984-98.9% | $5,306-97.1% |