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 | $950 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $85,289 | $100,923-15.5% | $150,045-43.2% | $74,304+14.8% |
| Participation rate | 55.9% | 70.1%-14.1pp | 82.3%-26.4pp | 60.3%-4.4pp |
| Annual return | 22.73% | 51.77%-29.0pp | 62.55%-39.8pp | 29.43%-6.7pp |
| Employer contribution / active EE | $9 | $3,463-99.7% | $4,693-99.8% | $2,241-99.6% |
| Participant deferral / active EE | $4,086 | $6,709-39.1% | $7,997-48.9% | $3,767+8.5% |
| Admin fee / account holder | $10 | $2,767-99.6% | $13,435-99.9% | $2,969-99.7% |