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 | $30,516 |
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 | $20,869 | $78,976-73.6% | $100,383-79.2% | $74,546-72.0% |
| Participation rate | 84.1% | 79.5%+4.6pp | 81.5%+2.6pp | 67.2%+16.9pp |
| Annual return | 16.10% | 20.62%-4.5pp | 49.26%-33.2pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $3,732 | $3,019+23.6% | $3,944-5.4% | $2,624+42.2% |
| Participant deferral / active EE | $7,217 | $7,758-7.0% | $8,086-10.7% | $4,347+66.0% |
| Admin fee / account holder | $83 | $1,330-93.7% | $7,900-98.9% | $1,944-95.7% |