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 | $16,844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $117,826 | $66,813+76.4% | $100,516+17.2% | $73,488+60.3% |
| Participation rate | 69.6% | 77.5%-7.9pp | 79.4%-9.8pp | 70.7%-1.1pp |
| Annual return | 19.09% | 25.70%-6.6pp | 30.89%-11.8pp | 28.51%-9.4pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $11,022 | $5,883+87.3% | $6,270+75.8% | $3,740+194.7% |
| Admin fee / account holder | $161 | $512-68.5% | $8,081-98.0% | $513-68.6% |