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 6-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 | $49,017 |
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 | $77,114 | $77,197-0.1% | $86,874-11.2% | $93,030-17.1% |
| Participation rate | 73.4% | 78.2%-4.8pp | 71.6%+1.7pp | 73.9%-0.5pp |
| Annual return | 15.73% | 16.31%-0.6pp | 63.52%-47.8pp | 158.70%-143.0pp |
| Employer contribution / active EE | $666 | $2,514-73.5% | $2,495-73.3% | $2,706-75.4% |
| Participant deferral / active EE | $2,351 | $3,831-38.6% | $3,699-36.4% | $4,562-48.5% |
| Admin fee / account holder | $20 | $105-81.1% | $5,828-99.7% | $152-86.9% |