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 | $8,341 |
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 | $38,976 | $66,813-41.7% | $100,516-61.2% | $73,488-47.0% |
| Participation rate | 94.5% | 77.5%+17.0pp | 79.4%+15.1pp | 70.7%+23.8pp |
| Annual return | 22.93% | 25.70%-2.8pp | 30.89%-8.0pp | 28.51%-5.6pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,079 | $5,883+54.3% | $6,270+44.8% | $3,740+142.8% |
| Admin fee / account holder | $27 | $512-94.8% | $8,081-99.7% | $513-94.8% |