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 | $5,875 |
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 | $19,946 | $69,477-71.3% | $94,646-78.9% | $71,457-72.1% |
| Participation rate | 93.2% | 78.4%+14.8pp | 80.8%+12.4pp | 67.9%+25.3pp |
| Annual return | 53.60% | 29.66%+23.9pp | 156.71%-103.1pp | 28.85%+24.8pp |
| Employer contribution / active EE | $2,464 | $2,853-13.6% | $3,672-32.9% | $2,588-4.8% |
| Participant deferral / active EE | $11,006 | $7,345+49.9% | $7,418+48.4% | $4,289+156.6% |
| Admin fee / account holder | $34 | $1,210-97.2% | $7,231-99.5% | $1,587-97.9% |