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 | $52,910 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,951 | $88,890-64.1% | $102,423-68.8% | $77,643-58.8% |
| Participation rate | 96.8% | 80.9%+15.9pp | 76.5%+20.3pp | 70.6%+26.2pp |
| Annual return | 13.77% | 24.98%-11.2pp | 29.32%-15.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,193 | $2,698-18.7% | $3,023-27.5% | $2,726-19.5% |
| Participant deferral / active EE | $3,510 | $5,145-31.8% | $5,053-30.5% | $4,647-24.5% |
| Admin fee / account holder | $133 | $235-43.7% | $9,451-98.6% | $430-69.2% |