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 | $4,419 |
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 | $53,680 | $82,917-35.3% | $103,333-48.1% | $77,643-30.9% |
| Participation rate | 26.5% | 71.6%-45.0pp | 74.5%-48.0pp | 70.6%-44.0pp |
| Annual return | 12.81% | 19.13%-6.3pp | 24.88%-12.1pp | 31.24%-18.4pp |
| Employer contribution / active EE | $120 | $3,552-96.6% | $3,868-96.9% | $2,726-95.6% |
| Participant deferral / active EE | $1,927 | $4,108-53.1% | $5,057-61.9% | $4,647-58.5% |
| Admin fee / account holder | $19 | $638-97.1% | $8,355-99.8% | $430-95.7% |