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 | $3,588 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,827 | $62,132-76.1% | $185,823-92.0% | $73,488-79.8% |
| Participation rate | 72.2% | 67.8%+4.4pp | 78.0%-5.8pp | 70.7%+1.5pp |
| Annual return | 42.76% | 20.44%+22.3pp | 35.95%+6.8pp | 28.51%+14.2pp |
| Employer contribution / active EE | $1,421 | $1,681-15.5% | $4,087-65.2% | $2,270-37.4% |
| Participant deferral / active EE | $3,606 | $3,711-2.8% | $5,632-36.0% | $3,740-3.6% |
| Admin fee / account holder | $22 | $419-94.8% | $9,500-99.8% | $513-95.8% |