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 | $1,675 |
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 | $34,865 | $80,968-56.9% | $96,544-63.9% | $75,163-53.6% |
| Participation rate | 65.8% | 71.8%-6.0pp | 76.0%-10.2pp | 67.2%-1.4pp |
| Annual return | 17.30% | 27.06%-9.8pp | 25.84%-8.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,055 | $2,282-53.7% | $2,965-64.4% | $2,670-60.5% |
| Participant deferral / active EE | $2,225 | $3,928-43.4% | $4,851-54.1% | $4,125-46.1% |
| Admin fee / account holder | $33 | $6,724-99.5% | $8,252-99.6% | $5,651-99.4% |