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 | $52,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $79,625 | $62,603+27.2% | $104,294-23.7% | $66,914+19.0% |
| Participation rate | 62.1% | 59.6%+2.5pp | 73.3%-11.2pp | 69.8%-7.8pp |
| Annual return | -16.08% | -14.70%-1.4pp | 24.61%-40.7pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,239 | $1,972+13.6% | $3,372-33.6% | $2,544-12.0% |
| Participant deferral / active EE | $4,764 | $2,853+67.0% | $4,625+3.0% | $4,237+12.5% |
| Admin fee / account holder | $354 | $656-46.1% | $7,339-95.2% | $593-40.4% |