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 5-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 | $85,826 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,466 | $86,897-78.7% | $151,611-87.8% | $64,808-71.5% |
| Participation rate | 93.0% | 87.3%+5.7pp | 87.5%+5.5pp | 71.5%+21.5pp |
| Annual return | -8.45% | -3.57%-4.9pp | 3.33%-11.8pp | 32.82%-41.3pp |
| Employer contribution / active EE | $16 | $4,010-99.6% | $6,166-99.7% | $2,506-99.4% |
| Participant deferral / active EE | $10,095 | $6,690+50.9% | $8,363+20.7% | $4,310+134.2% |
| Admin fee / account holder | $120 | $153-21.6% | $11,616-99.0% | $188-36.2% |