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 | $55,606 |
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 | $53,001 | $73,034-27.4% | $77,163-31.3% | $80,160-33.9% |
| Participation rate | 88.9% | 78.1%+10.8pp | 69.6%+19.3pp | 72.9%+16.0pp |
| Annual return | 18.24% | 18.56%-0.3pp | 37.87%-19.6pp | 40.38%-22.1pp |
| Employer contribution / active EE | $793 | $2,779-71.5% | $2,535-68.7% | $2,978-73.4% |
| Participant deferral / active EE | $2,522 | $4,140-39.1% | $3,833-34.2% | $5,017-49.7% |
| Admin fee / account holder | $17 | $104-83.6% | $5,472-99.7% | $145-88.3% |