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 5-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 | $6,150 |
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 | $19,079 | $79,519-76.0% | $95,952-80.1% | $73,409-74.0% |
| Participation rate | 99.3% | 81.2%+18.1pp | 77.1%+22.2pp | 72.2%+27.1pp |
| Annual return | 0.00% | 19.20%-19.2pp | 91.61%-91.6pp | 59.29%-59.3pp |
| Employer contribution / active EE | $5,033 | $2,048+145.8% | $2,541+98.1% | $2,234+125.3% |
| Participant deferral / active EE | $5,675 | $4,138+37.1% | $4,167+36.2% | $3,805+49.1% |
| Admin fee / account holder | $8 | $184-95.5% | $6,795-99.9% | $158-94.7% |