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 | $9,158 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,920 | $26,906+7.5% | $61,373-52.9% | $77,904-62.9% |
| Participation rate | 5.2% | 33.4%-28.3pp | 52.6%-47.4pp | 73.7%-68.5pp |
| Annual return | -19.08% | -14.46%-4.6pp | 338.61%-357.7pp | 12.21%-31.3pp |
| Employer contribution / active EE | $122 | $521-76.7% | $1,159-89.5% | $2,848-95.7% |
| Participant deferral / active EE | $224 | $1,180-81.0% | $2,125-89.4% | $4,806-95.3% |
| Admin fee / account holder | $86 | $117-26.8% | $2,130-96.0% | $133-35.4% |