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 | $14,561 |
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).
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 | $23,026 | $84,936-72.9% | $111,297-79.3% | $79,386-71.0% |
| Participation rate | 94.4% | 75.9%+18.5pp | 77.3%+17.1pp | 70.7%+23.7pp |
| Annual return | 28.49% | 17.45%+11.0pp | 54.65%-26.2pp | 116.85%-88.4pp |
| Employer contribution / active EE | $1,351 | $1,979-31.8% | $2,731-50.5% | $2,427-44.4% |
| Participant deferral / active EE | $2,872 | $3,888-26.1% | $4,487-36.0% | $4,046-29.0% |
| Admin fee / account holder | $118 | $537-78.1% | $7,964-98.5% | $626-81.2% |