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 | $2,288 |
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.
Annual investment return 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 | $82,646 | $81,908+0.9% | $90,749-8.9% | $64,808+27.5% |
| Participation rate | 26.5% | 80.5%-54.0pp | 75.7%-49.2pp | 71.5%-45.0pp |
| Annual return | -19.48% | -12.53%-6.9pp | -12.16%-7.3pp | 32.82%-52.3pp |
| Employer contribution / active EE | $933 | $3,065-69.5% | $2,921-68.0% | $2,506-62.8% |
| Participant deferral / active EE | $2,046 | $4,840-57.7% | $4,564-55.2% | $4,310-52.5% |
| Admin fee / account holder | $33 | $157-79.1% | $8,445-99.6% | $188-82.5% |