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 9-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 | $926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,346 | $61,058+5.4% | $71,209-9.6% | $85,563-24.8% |
| Participation rate | 20.7% | 58.6%-37.9pp | 73.8%-53.1pp | 66.0%-45.3pp |
| Annual return | 12.08% | 100.41%-88.3pp | 282.51%-270.4pp | 31.51%-19.4pp |
| Employer contribution / active EE | $514 | $2,199-76.6% | $2,721-81.1% | $2,654-80.6% |
| Participant deferral / active EE | $1,217 | $3,173-61.7% | $4,175-70.9% | $4,375-72.2% |
| Admin fee / account holder | $6 | $855-99.3% | $5,349-99.9% | $834-99.3% |