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 | $70,674 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,144 |
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 | $39,673 | $44,897-11.6% | $85,009-53.3% | $199,768-80.1% |
| Participation rate | 49.7% | 45.7%+4.0pp | 67.5%-17.8pp | 72.0%-22.3pp |
| Annual return | 16.35% | 20.96%-4.6pp | 66.47%-50.1pp | 34.26%-17.9pp |
| Employer contribution / active EE | $2,399 | $1,365+75.7% | $2,728-12.1% | $3,037-21.0% |
| Participant deferral / active EE | $4,167 | $2,668+56.2% | $4,522-7.9% | $5,090-18.1% |
| Admin fee / account holder | $121 | $584-79.4% | $6,153-98.0% | $269-55.2% |