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 | $71,734 |
Service code 27 · EIN 45-4118952 | Advisory (Plan) | $5,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,765 | $100,801-77.4% | $149,696-84.8% | $73,409-69.0% |
| Participation rate | 95.1% | 77.7%+17.4pp | 82.5%+12.6pp | 72.2%+22.9pp |
| Annual return | 22.65% | 265.34%-242.7pp | 276.60%-254.0pp | 59.29%-36.6pp |
| Employer contribution / active EE | $2,497 | $3,312-24.6% | $4,644-46.2% | $2,234+11.8% |
| Participant deferral / active EE | $5,281 | $6,404-17.5% | $6,842-22.8% | $3,805+38.8% |
| Admin fee / account holder | $114 | $181-37.0% | $9,309-98.8% | $158-27.8% |