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 8-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 | $31,917 |
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 | $65,056 | $73,638-11.7% | $108,410-40.0% | $79,386-18.1% |
| Participation rate | 75.0% | 77.4%-2.4pp | 80.1%-5.1pp | 70.7%+4.3pp |
| Annual return | 25.50% | 33.27%-7.8pp | 905.27%-879.8pp | 116.85%-91.4pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $8,835 | $6,218+42.1% | $6,563+34.6% | $4,046+118.4% |
| Admin fee / account holder | $232 | $638-63.6% | $7,295-96.8% | $626-62.9% |