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 3-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 | $12,343 |
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 | $49,243 | $92,971-47.0% | $96,683-49.1% | $74,419-33.8% |
| Participation rate | 33.3% | 71.5%-38.3pp | 74.3%-41.1pp | 70.7%-37.5pp |
| Annual return | 15.83% | 37.49%-21.7pp | 35.69%-19.9pp | 34.38%-18.5pp |
| Employer contribution / active EE | $148 | $3,426-95.7% | $3,737-96.0% | $2,637-94.4% |
| Participant deferral / active EE | $2,319 | $3,970-41.6% | $4,878-52.5% | $4,528-48.8% |
| Admin fee / account holder | $49 | $633-92.3% | $6,730-99.3% | $348-86.0% |