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 | $7,625 |
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 | $72,860 | $84,784-14.1% | $98,439-26.0% | $74,419-2.1% |
| Participation rate | 32.2% | 81.5%-49.3pp | 75.2%-42.9pp | 70.7%-38.5pp |
| Annual return | 23.84% | 20.59%+3.3pp | 21.16%+2.7pp | 34.38%-10.5pp |
| Employer contribution / active EE | $1,021 | $3,364-69.7% | $3,048-66.5% | $2,637-61.3% |
| Participant deferral / active EE | $2,073 | $5,218-60.3% | $4,738-56.2% | $4,528-54.2% |
| Admin fee / account holder | $60 | $204-70.6% | $8,948-99.3% | $348-82.7% |