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 5-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 | $42,338 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $55,343 | $63,356-12.6% | $103,333-46.4% | $106,382-48.0% |
| Participation rate | 38.9% | 84.3%-45.4pp | 74.5%-35.6pp | 69.9%-31.0pp |
| Annual return | 14.66% | 14.77%-0.1pp | 24.88%-10.2pp | 17.37%-2.7pp |
| Employer contribution / active EE | $1,563 | $4,310-63.7% | $3,868-59.6% | $3,364-53.5% |
| Participant deferral / active EE | $3,004 | $3,479-13.7% | $5,057-40.6% | $5,569-46.1% |
| Admin fee / account holder | $45 | $110-58.8% | $8,355-99.5% | $79-42.8% |