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 | $5,538 |
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 | $68,642 | $99,957-31.3% | $149,696-54.1% | $73,488-6.6% |
| Participation rate | 81.2% | 75.7%+5.5pp | 82.5%-1.3pp | 70.7%+10.5pp |
| Annual return | 25.63% | 53.87%-28.2pp | 276.60%-251.0pp | 28.51%-2.9pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $10,089 | $6,073+66.1% | $6,842+47.5% | $3,740+169.8% |
| Admin fee / account holder | $22 | $551-96.1% | $9,309-99.8% | $513-95.8% |