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 | $788 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,489 | $45,602+4.1% | $117,472-59.6% | $66,914-29.0% |
| Participation rate | 45.7% | 57.6%-12.0pp | 70.6%-24.9pp | 69.8%-24.1pp |
| Annual return | -19.25% | -16.74%-2.5pp | 29.74%-49.0pp | 1.58%-20.8pp |
| Employer contribution / active EE | $660 | $1,579-58.2% | $4,176-84.2% | $2,544-74.1% |
| Participant deferral / active EE | $3,658 | $2,845+28.6% | $4,070-10.1% | $4,237-13.7% |
| Admin fee / account holder | $14 | $661-97.9% | $5,645-99.8% | $593-97.7% |