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 | $1,625 |
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 | $122,198 | $93,131+31.2% | $106,548+14.7% | $86,799+40.8% |
| Participation rate | 27.6% | 81.4%-53.9pp | 76.1%-48.6pp | 72.3%-44.7pp |
| Annual return | 22.44% | 19.45%+3.0pp | 26.80%-4.4pp | 97.91%-75.5pp |
| Employer contribution / active EE | $972 | $2,895-66.4% | $2,819-65.5% | $2,405-59.6% |
| Participant deferral / active EE | $2,159 | $4,708-54.2% | $4,398-50.9% | $4,131-47.7% |
| Admin fee / account holder | $24 | $145-83.6% | $7,407-99.7% | $170-86.0% |