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 | $36,605 |
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 | $87,237 | $79,184+10.2% | $102,438-14.8% | $74,546+17.0% |
| Participation rate | 70.0% | 74.8%-4.8pp | 76.5%-6.5pp | 67.2%+2.7pp |
| Annual return | 12.55% | 54.95%-42.4pp | 29.37%-16.8pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $1,571 | $2,362-33.5% | $3,024-48.1% | $2,624-40.2% |
| Participant deferral / active EE | $2,629 | $4,414-40.4% | $5,054-48.0% | $4,347-39.5% |
| Admin fee / account holder | $130 | $2,001-93.5% | $9,448-98.6% | $1,944-93.3% |