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 | $4,937 |
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 | $62,669 | $73,360-14.6% | $177,989-64.8% | $74,495-15.9% |
| Participation rate | 67.7% | 66.6%+1.1pp | 77.1%-9.4pp | 67.2%+0.5pp |
| Annual return | 14.84% | 17.49%-2.6pp | 294.48%-279.6pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,031 | $2,216-8.4% | $3,949-48.6% | $2,623-22.6% |
| Participant deferral / active EE | $3,047 | $4,513-32.5% | $6,276-51.4% | $4,346-29.9% |
| Admin fee / account holder | $44 | $1,808-97.5% | $10,363-99.6% | $1,942-97.7% |