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 4-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 | $6,464 |
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 | $35,934 | $42,353-15.2% | $79,550-54.8% | $64,808-44.6% |
| Participation rate | 57.9% | 64.8%-6.9pp | 69.5%-11.6pp | 71.5%-13.6pp |
| Annual return | -10.22% | -12.24%+2.0pp | 0.16%-10.4pp | 32.82%-43.0pp |
| Employer contribution / active EE | $2,888 | $1,181+144.6% | $2,413+19.7% | $2,506+15.3% |
| Participant deferral / active EE | $5,778 | $3,170+82.2% | $3,985+45.0% | $4,310+34.0% |
| Admin fee / account holder | $28 | $160-82.2% | $6,832-99.6% | $188-84.8% |