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 | $12,665 |
Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,126 | $86,655-64.1% | $119,609-74.0% | $66,914-53.5% |
| Participation rate | 78.2% | 75.6%+2.6pp | 79.3%-1.1pp | 69.8%+8.3pp |
| Annual return | -14.79% | -8.00%-6.8pp | -14.97%+0.2pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,303 | $2,536-48.6% | $4,232-69.2% | $2,544-48.8% |
| Participant deferral / active EE | $2,208 | $4,358-49.3% | $5,602-60.6% | $4,237-47.9% |
| Admin fee / account holder | $106 | $755-85.9% | $10,323-99.0% | $593-82.1% |