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 | $17,372 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $9,454 |
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 | $92,720 | $82,917+11.8% | $103,333-10.3% | $77,643+19.4% |
| Participation rate | 21.9% | 71.6%-49.7pp | 74.5%-52.7pp | 70.6%-48.7pp |
| Annual return | 11.57% | 19.13%-7.6pp | 24.88%-13.3pp | 31.24%-19.7pp |
| Employer contribution / active EE | $863 | $3,552-75.7% | $3,868-77.7% | $2,726-68.3% |
| Participant deferral / active EE | $1,787 | $4,108-56.5% | $5,057-64.7% | $4,647-61.5% |
| Admin fee / account holder | $262 | $638-58.9% | $8,355-96.9% | $430-39.0% |