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 | $27,503 |
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 | $109,262 | $138,347-21.0% | $184,203-40.7% | $80,856+35.1% |
| Participation rate | 67.5% | 83.9%-16.4pp | 86.8%-19.3pp | 67.6%-0.2pp |
| Annual return | 12.71% | 20.02%-7.3pp | 28.81%-16.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,942 | $7,071+54.7% | $9,131+19.8% | $4,296+154.7% |
| Admin fee / account holder | $259 | $10,483-97.5% | $13,901-98.1% | $6,918-96.3% |