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 7-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 | $56,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $11,162 | $42,504-73.7% | $159,960-93.0% | $77,904-85.7% |
| Participation rate | 70.0% | 66.9%+3.1pp | 78.0%-8.0pp | 73.7%-3.7pp |
| Annual return | -8.58% | -12.43%+3.8pp | 408.60%-417.2pp | 12.21%-20.8pp |
| Employer contribution / active EE | $177 | $1,684-89.5% | $4,226-95.8% | $2,848-93.8% |
| Participant deferral / active EE | $4,341 | $3,919+10.8% | $6,182-29.8% | $4,806-9.7% |
| Admin fee / account holder | $30 | $98-69.1% | $8,698-99.7% | $133-77.3% |