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 | $48,832 |
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).
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 | $45,361 | $69,823-35.0% | $77,163-41.2% | $74,419-39.0% |
| Participation rate | 98.2% | 70.0%+28.2pp | 69.6%+28.6pp | 70.7%+27.5pp |
| Annual return | 15.10% | 19.98%-4.9pp | 37.87%-22.8pp | 34.38%-19.3pp |
| Employer contribution / active EE | $1,180 | $2,150-45.1% | $2,535-53.5% | $2,637-55.3% |
| Participant deferral / active EE | $1,226 | $3,558-65.5% | $3,833-68.0% | $4,528-72.9% |
| Admin fee / account holder | $90 | $398-77.3% | $5,472-98.3% | $348-74.0% |