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 | $29,220 |
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 | $60,820 | $62,624-2.9% | $177,989-65.8% | $77,643-21.7% |
| Participation rate | 27.7% | 66.8%-39.1pp | 77.1%-49.4pp | 70.6%-42.9pp |
| Annual return | 18.87% | 16.16%+2.7pp | 294.48%-275.6pp | 31.24%-12.4pp |
| Employer contribution / active EE | $944 | $1,909-50.5% | $3,949-76.1% | $2,726-65.4% |
| Participant deferral / active EE | $1,954 | $4,219-53.7% | $6,276-68.9% | $4,647-58.0% |
| Admin fee / account holder | $156 | $386-59.6% | $10,363-98.5% | $430-63.8% |