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 | $109,267 |
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 | $86,902 | $122,186-28.9% | $146,958-40.9% | $199,593-56.5% |
| Participation rate | 87.7% | 78.3%+9.4pp | 82.2%+5.5pp | 72.0%+15.7pp |
| Annual return | 25.04% | 30.56%-5.5pp | 418.34%-393.3pp | 34.25%-9.2pp |
| Employer contribution / active EE | $4 | $4,093-99.9% | $4,933-99.9% | $3,034-99.9% |
| Participant deferral / active EE | $21,536 | $8,502+153.3% | $8,070+166.9% | $5,087+323.4% |
| Admin fee / account holder | $56 | $179-68.6% | $12,998-99.6% | $269-79.1% |