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 9-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 | -$2,179 |
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 | $93,660 | $106,028-11.7% | $146,958-36.3% | $77,643+20.6% |
| Participation rate | 85.5% | 78.4%+7.1pp | 82.2%+3.3pp | 70.6%+14.9pp |
| Annual return | 17.70% | 56.73%-39.0pp | 418.34%-400.6pp | 31.24%-13.5pp |
| Employer contribution / active EE | $2 | $4,063-100.0% | $4,933-100.0% | $2,726-99.9% |
| Participant deferral / active EE | $17,607 | $7,990+120.4% | $8,070+118.2% | $4,647+278.9% |
| Admin fee / account holder | -$6 | $337-101.9% | $12,998-100.0% | $430-101.5% |