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 | $11,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $51,214 | $69,823-26.7% | $77,163-33.6% | $74,419-31.2% |
| Participation rate | 31.2% | 70.0%-38.8pp | 69.6%-38.3pp | 70.7%-39.5pp |
| Annual return | 15.29% | 19.98%-4.7pp | 37.87%-22.6pp | 34.38%-19.1pp |
| Employer contribution / active EE | $823 | $2,150-61.7% | $2,535-67.5% | $2,637-68.8% |
| Participant deferral / active EE | $1,896 | $3,558-46.7% | $3,833-50.5% | $4,528-58.1% |
| Admin fee / account holder | $75 | $398-81.0% | $5,472-98.6% | $348-78.3% |