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 | $49,797 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $28,771 |
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 | $70,558 | $92,055-23.4% | $106,213-33.6% | $77,643-9.1% |
| Participation rate | 66.8% | 81.0%-14.2pp | 75.3%-8.4pp | 70.6%-3.7pp |
| Annual return | 14.02% | 17.91%-3.9pp | 116.14%-102.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,378 | $3,367-59.1% | $3,171-56.5% | $2,726-49.4% |
| Participant deferral / active EE | $3,290 | $5,386-38.9% | $5,016-34.4% | $4,647-29.2% |
| Admin fee / account holder | $235 | $219+7.1% | $11,033-97.9% | $430-45.5% |