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 | $103,159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $29,835 | $73,034-59.1% | $77,163-61.3% | $80,160-62.8% |
| Participation rate | 29.8% | 78.1%-48.3pp | 69.6%-39.8pp | 72.9%-43.1pp |
| Annual return | 20.34% | 18.56%+1.8pp | 37.87%-17.5pp | 40.38%-20.0pp |
| Employer contribution / active EE | $889 | $2,779-68.0% | $2,535-64.9% | $2,978-70.2% |
| Participant deferral / active EE | $1,489 | $4,140-64.0% | $3,833-61.2% | $5,017-70.3% |
| Admin fee / account holder | $81 | $104-22.3% | $5,472-98.5% | $145-44.4% |