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 | $27,680 |
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 | $81,440 | $98,727-17.5% | $113,168-28.0% | $85,563-4.8% |
| Participation rate | 66.6% | 80.8%-14.3pp | 76.6%-10.0pp | 66.0%+0.6pp |
| Annual return | 13.28% | 17.43%-4.1pp | 24.27%-11.0pp | 31.51%-18.2pp |
| Employer contribution / active EE | $1,399 | $2,907-51.9% | $2,975-53.0% | $2,654-47.3% |
| Participant deferral / active EE | $3,566 | $5,424-34.3% | $5,107-30.2% | $4,375-18.5% |
| Admin fee / account holder | $143 | $357-60.0% | $12,068-98.8% | $834-82.9% |