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 | $10,627 |
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 | $40,511 | $104,475-61.2% | $159,436-74.6% | $79,386-49.0% |
| Participation rate | 98.1% | 76.6%+21.5pp | 82.8%+15.2pp | 70.7%+27.4pp |
| Annual return | 47.31% | 67.95%-20.6pp | 263.57%-216.3pp | 116.85%-69.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $13,335 | $6,467+106.2% | $7,352+81.4% | $4,046+229.6% |
| Admin fee / account holder | $43 | $711-93.9% | $10,799-99.6% | $626-93.1% |