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 | $5,900 |
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.
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 | $116,379 | $65,435+77.9% | $86,677+34.3% | $66,914+73.9% |
| Participation rate | 52.9% | 75.5%-22.5pp | 76.6%-23.6pp | 69.8%-16.9pp |
| Annual return | -15.20% | -10.89%-4.3pp | 35.91%-51.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $571 | $2,153-73.5% | $2,836-79.9% | $2,544-77.6% |
| Participant deferral / active EE | $4,794 | $4,100+16.9% | $4,656+3.0% | $4,237+13.2% |
| Admin fee / account holder | $65 | $642-89.9% | $7,493-99.1% | $593-89.1% |