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 | $6,216 |
Annual investment return 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 | $74,699 | $76,050-1.8% | $96,544-22.6% | $71,457+4.5% |
| Participation rate | 92.4% | 74.4%+18.0pp | 76.0%+16.4pp | 67.9%+24.4pp |
| Annual return | 13.76% | 22.81%-9.1pp | 25.84%-12.1pp | 28.85%-15.1pp |
| Employer contribution / active EE | $3,074 | $2,244+37.0% | $2,965+3.7% | $2,588+18.8% |
| Participant deferral / active EE | $10,187 | $4,215+141.7% | $4,851+110.0% | $4,289+137.5% |
| Admin fee / account holder | $31 | $2,707-98.9% | $8,252-99.6% | $1,587-98.1% |