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 7-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 | $24,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $68,584 | $102,553-33.1% | $151,611-54.8% | $66,914+2.5% |
| Participation rate | 69.1% | 85.5%-16.4pp | 87.5%-18.4pp | 69.8%-0.7pp |
| Annual return | -18.41% | -10.82%-7.6pp | 3.33%-21.7pp | 1.58%-20.0pp |
| Employer contribution / active EE | $3,270 | $4,180-21.8% | $6,166-47.0% | $2,544+28.5% |
| Participant deferral / active EE | $10,425 | $6,641+57.0% | $8,363+24.6% | $4,237+146.1% |
| Admin fee / account holder | $166 | $630-73.7% | $11,616-98.6% | $593-72.1% |