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 | $716,790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,024 | $106,222-76.4% | $185,823-86.5% | $106,222-76.4% |
| Participation rate | 57.0% | 70.8%-13.8pp | 78.0%-21.1pp | 70.8%-13.8pp |
| Annual return | 15.72% | 21.69%-6.0pp | 35.95%-20.2pp | 21.69%-6.0pp |
| Employer contribution / active EE | $0 | $2,723-100.0% | $4,087-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $1,241 | $4,600-73.0% | $5,632-78.0% | $4,600-73.0% |
| Admin fee / account holder | $39 | $78-49.7% | $9,500-99.6% | $78-49.7% |