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 | $5,658 |
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 | $81,060 | $106,028-23.5% | $146,958-44.8% | $77,643+4.4% |
| Participation rate | 76.9% | 78.4%-1.4pp | 82.2%-5.2pp | 70.6%+6.4pp |
| Annual return | 23.01% | 56.73%-33.7pp | 418.34%-395.3pp | 31.24%-8.2pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $18,199 | $7,990+127.8% | $8,070+125.5% | $4,647+291.6% |
| Admin fee / account holder | $12 | $337-96.5% | $12,998-99.9% | $430-97.2% |