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 | $5,253 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,746 | $65,435+3.5% | $86,677-21.8% | $66,914+1.2% |
| Participation rate | 88.0% | 75.5%+12.6pp | 76.6%+11.5pp | 69.8%+18.2pp |
| Annual return | -16.21% | -10.89%-5.3pp | 35.91%-52.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $645 | $2,153-70.0% | $2,836-77.2% | $2,544-74.6% |
| Participant deferral / active EE | $4,438 | $4,100+8.2% | $4,656-4.7% | $4,237+4.7% |
| Admin fee / account holder | $24 | $642-96.3% | $7,493-99.7% | $593-96.0% |