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 10-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 | $369,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,665 | $51,785-17.6% | $112,228-62.0% | $89,394-52.3% |
| Participation rate | 40.0% | 82.2%-42.1pp | 75.1%-35.0pp | 71.3%-31.3pp |
| Annual return | -16.36% | -11.06%-5.3pp | 27.45%-43.8pp | -11.89%-4.5pp |
| Employer contribution / active EE | $1,026 | $3,782-72.9% | $3,635-71.8% | $3,022-66.0% |
| Participant deferral / active EE | $2,841 | $3,425-17.1% | $4,728-39.9% | $5,123-44.6% |
| Admin fee / account holder | $67 | $102-34.4% | $6,410-99.0% | $79-16.1% |