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 | $1,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $35,439 | $58,234-39.1% | $81,783-56.7% | $80,874-56.2% |
| Participation rate | 48.5% | 63.4%-14.9pp | 72.4%-23.8pp | 67.6%-19.1pp |
| Annual return | 12.47% | 41.70%-29.2pp | 775.05%-762.6pp | 35.62%-23.1pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,393 | $3,283+64.3% | $4,320+24.8% | $4,297+25.5% |
| Admin fee / account holder | $44 | $4,982-99.1% | $7,380-99.4% | $6,935-99.4% |