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 7-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 | $31,388 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,299 | $34,934+169.9% | $56,411+67.2% | $74,495+26.6% |
| Participation rate | 63.5% | 32.8%+30.7pp | 52.5%+11.1pp | 67.2%-3.7pp |
| Annual return | 20.16% | 25.94%-5.8pp | 1701.33%-1681.2pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $2,588 | $609+325.0% | $1,039+149.2% | $2,623-1.3% |
| Participant deferral / active EE | $5,012 | $1,170+328.3% | $1,952+156.8% | $4,346+15.3% |
| Admin fee / account holder | $144 | $2,364-93.9% | $2,829-94.9% | $1,942-92.6% |