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 | $6,783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,641 | $65,390+21.8% | $169,368-53.0% | $71,457+11.5% |
| Participation rate | 48.4% | 67.0%-18.5pp | 77.1%-28.7pp | 67.9%-19.5pp |
| Annual return | 17.98% | 21.31%-3.3pp | 405.60%-387.6pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,282 | $2,079-38.3% | $4,013-68.0% | $2,588-50.4% |
| Participant deferral / active EE | $2,766 | $4,367-36.7% | $6,221-55.5% | $4,289-35.5% |
| Admin fee / account holder | $96 | $1,324-92.7% | $9,003-98.9% | $1,587-93.9% |