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 4-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 | $115,632 |
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 | $12,326 | $48,698-74.7% | $93,606-86.8% | $199,593-93.8% |
| Participation rate | 84.4% | 63.5%+20.8pp | 68.7%+15.6pp | 72.0%+12.4pp |
| Annual return | 13.40% | 15.34%-1.9pp | 133.20%-119.8pp | 34.25%-20.9pp |
| Employer contribution / active EE | $0 | $1,135-100.0% | $2,420-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $2,628 | $2,817-6.7% | $4,411-40.4% | $5,087-48.3% |
| Admin fee / account holder | $43 | $195-77.8% | $8,285-99.5% | $269-83.9% |