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 | $6,280 |
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 | $85,776 | $106,028-19.1% | $146,958-41.6% | $77,643+10.5% |
| Participation rate | 70.0% | 78.4%-8.4pp | 82.2%-12.2pp | 70.6%-0.6pp |
| Annual return | 23.42% | 56.73%-33.3pp | 418.34%-394.9pp | 31.24%-7.8pp |
| Employer contribution / active EE | $4,494 | $4,063+10.6% | $4,933-8.9% | $2,726+64.9% |
| Participant deferral / active EE | $10,694 | $7,990+33.8% | $8,070+32.5% | $4,647+130.1% |
| Admin fee / account holder | $8 | $337-97.5% | $12,998-99.9% | $430-98.1% |