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 | $458,436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,422 | $51,728-0.6% | $80,716-36.3% | $106,520-51.7% |
| Participation rate | 15.9% | 33.9%-18.0pp | 54.2%-38.2pp | 71.3%-55.4pp |
| Annual return | 12.78% | 32.29%-19.5pp | 87.28%-74.5pp | 19.28%-6.5pp |
| Employer contribution / active EE | $299 | $460-35.0% | $1,160-74.2% | $2,840-89.5% |
| Participant deferral / active EE | $608 | $1,076-43.5% | $2,146-71.6% | $4,948-87.7% |
| Admin fee / account holder | $59 | $80-26.9% | $3,380-98.3% | $75-21.2% |