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 | $22,809 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,284 | $62,127-73.8% | $81,382-80.0% | $74,495-78.1% |
| Participation rate | 76.1% | 64.0%+12.0pp | 69.5%+6.6pp | 67.2%+8.9pp |
| Annual return | 11.42% | 16.48%-5.1pp | 24.73%-13.3pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $394 | $1,882-79.0% | $2,463-84.0% | $2,623-85.0% |
| Participant deferral / active EE | $1,923 | $3,229-40.4% | $3,883-50.5% | $4,346-55.7% |
| Admin fee / account holder | $174 | $1,934-91.0% | $5,768-97.0% | $1,942-91.0% |