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 | $199,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,703 | $39,443+5.7% | $73,545-43.3% | $80,976-48.5% |
| Participation rate | 16.1% | 35.9%-19.8pp | 54.9%-38.8pp | 68.3%-52.1pp |
| Annual return | 16.33% | 18.39%-2.1pp | -15.16%+31.5pp | 22.91%-6.6pp |
| Employer contribution / active EE | $282 | $463-39.0% | $1,219-76.9% | $2,402-88.3% |
| Participant deferral / active EE | $530 | $1,131-53.2% | $1,806-70.7% | $3,848-86.2% |
| Admin fee / account holder | $30 | $72-59.1% | $2,320-98.7% | $67-56.2% |