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 4-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 | $5,904 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,879 | $100,923-62.5% | $150,045-74.8% | $74,304-49.0% |
| Participation rate | 57.4% | 70.1%-12.7pp | 82.3%-24.9pp | 60.3%-3.0pp |
| Annual return | 21.24% | 51.77%-30.5pp | 62.55%-41.3pp | 29.43%-8.2pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $7,363 | $6,709+9.7% | $7,997-7.9% | $3,767+95.4% |
| Admin fee / account holder | $60 | $2,767-97.8% | $13,435-99.6% | $2,969-98.0% |