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 7-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 | -$5,247 |
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 | $51,202 | $79,013-35.2% | $100,391-49.0% | $74,495-31.3% |
| Participation rate | 94.8% | 79.5%+15.3pp | 81.5%+13.3pp | 67.2%+27.6pp |
| Annual return | 18.17% | 20.41%-2.2pp | 49.20%-31.0pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $13,823 | $7,760+78.1% | $8,082+71.0% | $4,346+218.1% |
| Admin fee / account holder | -$23 | $1,320-101.8% | $7,899-100.3% | $1,942-101.2% |