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 7-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 | $48,519 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,901 |
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 | $22,472 | $50,815-55.8% | $155,509-85.5% | $77,643-71.1% |
| Participation rate | 61.9% | 63.1%-1.2pp | 78.2%-16.3pp | 70.6%-8.7pp |
| Annual return | 16.13% | 34.80%-18.7pp | 64.67%-48.5pp | 31.24%-15.1pp |
| Employer contribution / active EE | $432 | $1,993-78.3% | $4,672-90.8% | $2,726-84.2% |
| Participant deferral / active EE | $2,407 | $2,822-14.7% | $5,626-57.2% | $4,647-48.2% |
| Admin fee / account holder | $106 | $437-75.6% | $15,912-99.3% | $430-75.3% |