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 | $48,594 |
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 | $63,623 | $96,486-34.1% | $153,485-58.5% | $77,643-18.1% |
| Participation rate | 53.6% | 81.6%-28.0pp | 77.1%-23.5pp | 70.6%-17.0pp |
| Annual return | 15.56% | 14.44%+1.1pp | 15.65%-0.1pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,699 | $5,224-67.5% | $5,039-66.3% | $2,726-37.7% |
| Participant deferral / active EE | $3,724 | $6,609-43.6% | $6,757-44.9% | $4,647-19.9% |
| Admin fee / account holder | $189 | $182+3.6% | $12,724-98.5% | $430-56.1% |