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 4-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 | $71,992 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,145 | $122,259-85.2% | $147,005-87.7% | $199,768-90.9% |
| Participation rate | 60.8% | 78.3%-17.5pp | 82.2%-21.4pp | 72.0%-11.3pp |
| Annual return | 60.27% | 30.58%+29.7pp | 418.76%-358.5pp | 34.26%+26.0pp |
| Employer contribution / active EE | $1,164 | $4,097-71.6% | $4,934-76.4% | $3,037-61.7% |
| Participant deferral / active EE | $5,227 | $8,504-38.5% | $8,070-35.2% | $5,090+2.7% |
| Admin fee / account holder | $25 | $179-85.9% | $13,006-99.8% | $269-90.6% |