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 | $947 |
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 | $90,753 | $89,808+1.1% | $100,391-9.6% | $77,643+16.9% |
| Participation rate | 96.4% | 81.2%+15.2pp | 81.5%+14.9pp | 70.6%+25.8pp |
| Annual return | 22.96% | 20.62%+2.3pp | 49.20%-26.2pp | 31.24%-8.3pp |
| Employer contribution / active EE | $4,849 | $3,039+59.6% | $3,942+23.0% | $2,726+77.9% |
| Participant deferral / active EE | $12,093 | $8,284+46.0% | $8,082+49.6% | $4,647+160.2% |
| Admin fee / account holder | $1 | $174-99.2% | $7,899-100.0% | $430-99.7% |