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 | $200,589 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $37,131 | $130,141-71.5% | $86,677-57.2% | $77,904-52.3% |
| Participation rate | 84.1% | 85.9%-1.8pp | 76.6%+7.6pp | 73.7%+10.5pp |
| Annual return | -16.53% | -12.75%-3.8pp | 35.91%-52.4pp | 12.21%-28.7pp |
| Employer contribution / active EE | $1,993 | $3,220-38.1% | $2,836-29.7% | $2,848-30.0% |
| Participant deferral / active EE | $3,562 | $5,757-38.1% | $4,656-23.5% | $4,806-25.9% |
| Admin fee / account holder | $79 | $132-40.0% | $7,493-98.9% | $133-40.4% |