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 | $3,773 |
Employer contribution per participant 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 | $69,768 | $78,781-11.4% | $100,516-30.6% | $73,409-5.0% |
| Participation rate | 86.1% | 80.0%+6.1pp | 79.4%+6.7pp | 72.2%+13.9pp |
| Annual return | 24.43% | 31.69%-7.3pp | 30.89%-6.5pp | 59.29%-34.9pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,418-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,270 | $6,537+11.2% | $6,270+16.0% | $3,805+91.0% |
| Admin fee / account holder | $7 | $145-95.0% | $8,081-99.9% | $158-95.4% |