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 | $21,809 |
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 | $91,141 | $89,808+1.5% | $100,391-9.2% | $77,643+17.4% |
| Participation rate | 79.9% | 81.2%-1.3pp | 81.5%-1.6pp | 70.6%+9.4pp |
| Annual return | 18.53% | 20.62%-2.1pp | 49.20%-30.7pp | 31.24%-12.7pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,942-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $13,871 | $8,284+67.4% | $8,082+71.6% | $4,647+198.5% |
| Admin fee / account holder | $58 | $174-66.5% | $7,899-99.3% | $430-86.4% |