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 | $587 |
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).
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 | $60,541 | $48,335+25.3% | $121,098-50.0% | $71,457-15.3% |
| Participation rate | 43.6% | 54.3%-10.7pp | 69.5%-25.9pp | 67.9%-24.3pp |
| Annual return | 22.40% | 23.32%-0.9pp | 985.75%-963.3pp | 28.85%-6.4pp |
| Employer contribution / active EE | $801 | $1,489-46.2% | $4,164-80.8% | $2,588-69.0% |
| Participant deferral / active EE | $4,267 | $2,754+54.9% | $4,080+4.6% | $4,289-0.5% |
| Admin fee / account holder | $21 | $1,841-98.8% | $5,644-99.6% | $1,587-98.7% |