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 | $88,360-57.1% | $145,433-74.0% | $67,986-44.3% |
| Participation rate | 57.4% | 65.5%-8.1pp | 82.1%-24.7pp | 57.2%+0.2pp |
| Annual return | 21.24% | 63.15%-41.9pp | 66.58%-45.3pp | 31.67%-10.4pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $7,363 | $5,932+24.1% | $7,897-6.8% | $3,358+119.3% |
| Admin fee / account holder | $60 | $3,313-98.2% | $13,129-99.5% | $3,203-98.1% |