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 | $2,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,886 | $71,883-59.8% | $86,677-66.7% | $68,494-57.8% |
| Participation rate | 61.0% | 72.2%-11.3pp | 76.6%-15.6pp | 67.9%-6.9pp |
| Annual return | -16.30% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $971 | $2,173-55.3% | $2,836-65.8% | $2,596-62.6% |
| Participant deferral / active EE | $2,058 | $3,779-45.5% | $4,656-55.8% | $4,027-48.9% |
| Admin fee / account holder | $18 | $6,112-99.7% | $7,493-99.8% | $5,403-99.7% |