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 6-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 | $33,462 |
Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $17,925 |
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 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 | $66,180 | $50,199+31.8% | $70,092-5.6% | $66,914-1.1% |
| Participation rate | 57.1% | 66.3%-9.2pp | 70.5%-13.3pp | 69.8%-12.7pp |
| Annual return | -17.16% | -13.85%-3.3pp | 190.73%-207.9pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,065 | $1,864+10.8% | $2,559-19.3% | $2,544-18.8% |
| Participant deferral / active EE | $4,247 | $3,112+36.5% | $3,849+10.4% | $4,237+0.2% |
| Admin fee / account holder | $378 | $600-37.0% | $6,267-94.0% | $593-36.3% |