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 | $27,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $97,263 | $79,184+22.8% | $102,438-5.1% | $74,546+30.5% |
| Participation rate | 55.1% | 74.8%-19.7pp | 76.5%-21.4pp | 67.2%-12.2pp |
| Annual return | 14.82% | 54.95%-40.1pp | 29.37%-14.6pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $695 | $2,362-70.6% | $3,024-77.0% | $2,624-73.5% |
| Participant deferral / active EE | $3,113 | $4,414-29.5% | $5,054-38.4% | $4,347-28.4% |
| Admin fee / account holder | $245 | $2,001-87.8% | $9,448-97.4% | $1,944-87.4% |