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 10-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 | $969 |
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 | $67,313 | $91,407-26.4% | $135,903-50.5% | $71,457-5.8% |
| Participation rate | 83.5% | 75.7%+7.8pp | 81.9%+1.6pp | 67.9%+15.6pp |
| Annual return | 23.79% | 29.90%-6.1pp | 68.23%-44.4pp | 28.85%-5.1pp |
| Employer contribution / active EE | $2 | $3,703-100.0% | $4,856-100.0% | $2,588-99.9% |
| Participant deferral / active EE | $7,490 | $7,092+5.6% | $7,758-3.5% | $4,289+74.6% |
| Admin fee / account holder | $18 | $1,266-98.6% | $10,762-99.8% | $1,587-98.9% |