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 | $1,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,583 | $160,088+20.9% | $112,977+71.3% | $73,409+163.7% |
| Participation rate | 65.2% | 90.7%-25.5pp | 82.6%-17.3pp | 72.2%-7.0pp |
| Annual return | 18.61% | 17.93%+0.7pp | 24.24%-5.6pp | 59.29%-40.7pp |
| Employer contribution / active EE | $4,519 | $5,200-13.1% | $4,255+6.2% | $2,234+102.3% |
| Participant deferral / active EE | $6,424 | $8,024-19.9% | $5,836+10.1% | $3,805+68.8% |
| Admin fee / account holder | $8 | $133-94.0% | $6,294-99.9% | $158-94.9% |