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 35-0145825 | Loan Processing | $42,677 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,063 | $79,124-89.8% | $60,874-86.8% | $64,808-87.6% |
| Participation rate | 97.3% | 77.7%+19.6pp | 73.1%+24.2pp | 71.5%+25.8pp |
| Annual return | -6.45% | -7.13%+0.7pp | 16.90%-23.3pp | 32.82%-39.3pp |
| Employer contribution / active EE | $3,379 | $3,050+10.8% | $2,701+25.1% | $2,506+34.8% |
| Participant deferral / active EE | $1,325 | $3,725-64.4% | $3,817-65.3% | $4,310-69.3% |
| Admin fee / account holder | $26 | $106-75.4% | $3,224-99.2% | $188-86.1% |