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 | $8,824 |
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 | $37,934 | $62,688-39.5% | $178,014-78.7% | $77,671-51.2% |
| Participation rate | 29.1% | 66.9%-37.8pp | 77.1%-48.0pp | 70.6%-41.5pp |
| Annual return | 48.80% | 16.16%+32.6pp | 294.80%-246.0pp | 31.21%+17.6pp |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,950-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,716 | $4,224-59.4% | $6,276-72.7% | $4,648-63.1% |
| Admin fee / account holder | $44 | $386-88.5% | $10,362-99.6% | $430-89.7% |