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 | $64,427 |
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 | $28,544 | $42,901-33.5% | $91,220-68.7% | $64,808-56.0% |
| Participation rate | 59.8% | 68.1%-8.4pp | 73.2%-13.4pp | 71.5%-11.7pp |
| Annual return | -17.14% | -13.53%-3.6pp | 114.01%-131.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $821 | $1,571-47.7% | $2,850-71.2% | $2,506-67.2% |
| Participant deferral / active EE | $2,720 | $3,501-22.3% | $4,234-35.7% | $4,310-36.9% |
| Admin fee / account holder | $98 | $131-25.3% | $5,420-98.2% | $188-47.9% |