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 | $199,936 |
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.
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 | $44,395 | $103,430-57.1% | $100,516-55.8% | $93,223-52.4% |
| Participation rate | 92.2% | 84.3%+7.9pp | 79.4%+12.8pp | 74.9%+17.3pp |
| Annual return | 28.14% | 24.60%+3.5pp | 30.89%-2.7pp | 19.29%+8.9pp |
| Employer contribution / active EE | $3 | $3,129-99.9% | $3,418-99.9% | $2,680-99.9% |
| Participant deferral / active EE | $13,147 | $6,375+106.2% | $6,270+109.7% | $4,563+188.1% |
| Admin fee / account holder | $15 | $85-82.2% | $8,081-99.8% | $79-81.0% |