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 | $4,650 |
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 | $77,201 | $59,417+29.9% | $93,606-17.5% | $74,495+3.6% |
| Participation rate | 52.5% | 59.7%-7.1pp | 68.7%-16.2pp | 67.2%-14.7pp |
| Annual return | 12.96% | 81.83%-68.9pp | 133.20%-120.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $618 | $1,264-51.1% | $2,420-74.5% | $2,623-76.4% |
| Participant deferral / active EE | $4,904 | $3,050+60.8% | $4,411+11.2% | $4,346+12.9% |
| Admin fee / account holder | $297 | $3,021-90.2% | $8,285-96.4% | $1,942-84.7% |