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 | $190,109 |
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 | $44,815 | $43,471+3.1% | $74,701-40.0% | $89,569-50.0% |
| Participation rate | 17.6% | 36.3%-18.7pp | 54.5%-36.9pp | 69.6%-52.0pp |
| Annual return | 22.78% | 24.97%-2.2pp | 752.92%-730.1pp | 34.56%-11.8pp |
| Employer contribution / active EE | $312 | $554-43.7% | $1,084-71.2% | $2,584-87.9% |
| Participant deferral / active EE | $602 | $1,177-48.9% | $1,964-69.4% | $4,220-85.7% |
| Admin fee / account holder | $26 | $74-64.9% | $3,333-99.2% | $72-63.8% |