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 | $411,406 |
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).
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 | $48,408 | $48,082+0.7% | $77,482-37.5% | $106,222-54.4% |
| Participation rate | 14.8% | 33.6%-18.8pp | 54.2%-39.4pp | 70.8%-56.0pp |
| Annual return | 20.61% | 15.72%+4.9pp | 54.79%-34.2pp | 21.69%-1.1pp |
| Employer contribution / active EE | $101 | $457-78.0% | $986-89.8% | $2,723-96.3% |
| Participant deferral / active EE | $482 | $1,043-53.7% | $1,861-74.1% | $4,600-89.5% |
| Admin fee / account holder | $54 | $79-31.4% | $2,858-98.1% | $78-30.5% |