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 | $126,266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,774 | $36,939+97.0% | $80,716-9.8% | $93,030-21.8% |
| Participation rate | 36.3% | 32.6%+3.7pp | 54.2%-17.9pp | 73.9%-37.6pp |
| Annual return | 16.58% | 17.55%-1.0pp | 87.28%-70.7pp | 158.70%-142.1pp |
| Employer contribution / active EE | $1,355 | $455+197.7% | $1,160+16.8% | $2,706-49.9% |
| Participant deferral / active EE | $3,138 | $1,044+200.7% | $2,146+46.3% | $4,562-31.2% |
| Admin fee / account holder | $127 | $162-21.2% | $3,380-96.2% | $152-16.1% |