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 | $382,660 |
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 | $55,354 | $32,482+70.4% | $77,024-28.1% | $78,044-29.1% |
| Participation rate | 54.8% | 37.9%+16.9pp | 67.9%-13.1pp | 74.4%-19.7pp |
| Annual return | -16.09% | -7.74%-8.4pp | 42.32%-58.4pp | 10.87%-27.0pp |
| Employer contribution / active EE | $1,849 | $965+91.6% | $2,812-34.3% | $3,125-40.8% |
| Participant deferral / active EE | $5,702 | $2,316+146.2% | $4,426+28.8% | $5,084+12.2% |
| Admin fee / account holder | $67 | $107-37.5% | $5,425-98.8% | $79-15.0% |