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 | $119,446-31.8% | $150,045-45.7% | $85,563-4.8% |
| Participation rate | 96.3% | 75.4%+20.9pp | 82.3%+14.0pp | 66.0%+30.4pp |
| Annual return | 24.47% | 23.72%+0.7pp | 62.55%-38.1pp | 31.51%-7.0pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $18,864 | $7,985+136.2% | $7,997+135.9% | $4,375+331.1% |
| Admin fee / account holder | $39 | $548-92.9% | $13,435-99.7% | $834-95.3% |