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 | $18,471 |
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 | $81,480 | $110,483-26.3% | $145,433-44.0% | $79,634+2.3% |
| Participation rate | 96.3% | 71.1%+25.2pp | 82.1%+14.2pp | 62.5%+33.9pp |
| Annual return | 24.47% | 24.62%-0.2pp | 66.58%-42.1pp | 36.46%-12.0pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $18,864 | $7,216+161.4% | $7,897+138.9% | $3,835+391.9% |
| Admin fee / account holder | $39 | $680-94.3% | $13,129-99.7% | $1,002-96.1% |