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 | $5,956 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $28,216 | $56,503-50.1% | $70,092-59.7% | $64,808-56.5% |
| Participation rate | 78.2% | 70.5%+7.7pp | 70.5%+7.7pp | 71.5%+6.7pp |
| Annual return | -11.48% | -13.44%+2.0pp | 190.73%-202.2pp | 32.82%-44.3pp |
| Employer contribution / active EE | $330 | $2,046-83.9% | $2,559-87.1% | $2,506-86.8% |
| Participant deferral / active EE | $1,789 | $3,389-47.2% | $3,849-53.5% | $4,310-58.5% |
| Admin fee / account holder | $15 | $160-90.5% | $6,267-99.8% | $188-91.9% |