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 | $1,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,639 | $65,435-50.1% | $86,677-62.3% | $66,914-51.2% |
| Participation rate | 60.4% | 75.5%-15.0pp | 76.6%-16.2pp | 69.8%-9.4pp |
| Annual return | -13.86% | -10.89%-3.0pp | 35.91%-49.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,014 | $2,153-52.9% | $2,836-64.3% | $2,544-60.2% |
| Participant deferral / active EE | $2,567 | $4,100-37.4% | $4,656-44.9% | $4,237-39.4% |
| Admin fee / account holder | $18 | $642-97.2% | $7,493-99.8% | $593-97.0% |