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 | $51,845 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,103 | $82,664-51.5% | $125,339-68.0% | $68,494-41.5% |
| Participation rate | 95.8% | 75.0%+20.8pp | 82.4%+13.5pp | 67.9%+27.9pp |
| Annual return | -15.20% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,511 | $3,381-55.3% | $4,814-68.6% | $2,596-41.8% |
| Participant deferral / active EE | $8,500 | $6,110+39.1% | $7,446+14.1% | $4,027+111.1% |
| Admin fee / account holder | $368 | $6,275-94.1% | $10,010-96.3% | $5,403-93.2% |