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 9-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 | $84,552 |
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 | $64,937 | $88,890-26.9% | $102,423-36.6% | $77,643-16.4% |
| Participation rate | 89.6% | 80.9%+8.7pp | 76.5%+13.1pp | 70.6%+19.1pp |
| Annual return | 21.15% | 24.98%-3.8pp | 29.32%-8.2pp | 31.24%-10.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $14,260 | $5,145+177.1% | $5,053+182.2% | $4,647+206.8% |
| Admin fee / account holder | $89 | $235-62.3% | $9,451-99.1% | $430-79.4% |