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 3-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 | $28,495 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,750 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,754 | $89,436-65.6% | $164,813-81.3% | $77,643-60.4% |
| Participation rate | 91.2% | 78.6%+12.6pp | 78.6%+12.6pp | 70.6%+20.6pp |
| Annual return | 14.08% | 28.83%-14.7pp | 69.93%-55.8pp | 31.24%-17.2pp |
| Employer contribution / active EE | $933 | $2,569-63.7% | $4,341-78.5% | $2,726-65.8% |
| Participant deferral / active EE | $3,760 | $4,897-23.2% | $6,031-37.7% | $4,647-19.1% |
| Admin fee / account holder | $177 | $339-47.8% | $12,690-98.6% | $430-58.8% |