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 | $40,321 |
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.
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 | $40,202 | $94,621-57.5% | $138,135-70.9% | $73,409-45.2% |
| Participation rate | 66.3% | 83.4%-17.1pp | 78.7%-12.4pp | 72.2%-5.8pp |
| Annual return | 19.26% | 16.57%+2.7pp | 20.51%-1.2pp | 59.29%-40.0pp |
| Employer contribution / active EE | $769 | $4,410-82.6% | $5,587-86.2% | $2,234-65.6% |
| Participant deferral / active EE | $3,465 | $6,199-44.1% | $6,431-46.1% | $3,805-8.9% |
| Admin fee / account holder | $153 | $140+9.3% | $11,856-98.7% | $158-2.9% |