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 | $67,238 |
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 | $26,618 | $82,202-67.6% | $125,339-78.8% | $64,808-58.9% |
| Participation rate | 82.2% | 77.9%+4.3pp | 82.4%-0.2pp | 71.5%+10.7pp |
| Annual return | -7.78% | 3.48%-11.3pp | 572.05%-579.8pp | 32.82%-40.6pp |
| Employer contribution / active EE | $12 | $3,615-99.7% | $4,814-99.8% | $2,506-99.5% |
| Participant deferral / active EE | $7,755 | $7,175+8.1% | $7,446+4.1% | $4,310+79.9% |
| Admin fee / account holder | $79 | $163-51.9% | $10,010-99.2% | $188-58.2% |