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 | $1,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $31,737 | $86,286-63.2% | $111,297-71.5% | $85,850-63.0% |
| Participation rate | 57.0% | 73.3%-16.3pp | 77.3%-20.3pp | 69.3%-12.3pp |
| Annual return | 18.51% | 19.99%-1.5pp | 54.65%-36.1pp | 318.53%-300.0pp |
| Employer contribution / active EE | $710 | $2,043-65.3% | $2,731-74.0% | $2,565-72.3% |
| Participant deferral / active EE | $1,610 | $3,641-55.8% | $4,487-64.1% | $3,952-59.3% |
| Admin fee / account holder | $10 | $8,188-99.9% | $7,964-99.9% | $6,260-99.8% |