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 | $442,065 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $40,911 | $103,918-60.6% | $94,646-56.8% | $80,160-49.0% |
| Participation rate | 95.2% | 85.8%+9.3pp | 80.8%+14.3pp | 72.9%+22.2pp |
| Annual return | 24.34% | 27.77%-3.4pp | 156.71%-132.4pp | 40.38%-16.0pp |
| Employer contribution / active EE | $2,330 | $3,539-34.2% | $3,672-36.6% | $2,978-21.8% |
| Participant deferral / active EE | $7,584 | $9,528-20.4% | $7,418+2.2% | $5,017+51.2% |
| Admin fee / account holder | $63 | $96-34.2% | $7,231-99.1% | $145-56.2% |