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 | $28,647 |
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 | $27,601 | $95,388-71.1% | $125,339-78.0% | $77,904-64.6% |
| Participation rate | 87.5% | 78.6%+8.9pp | 82.4%+5.2pp | 73.7%+13.9pp |
| Annual return | -8.87% | 116.19%-125.1pp | 572.05%-580.9pp | 12.21%-21.1pp |
| Employer contribution / active EE | $1,306 | $3,666-64.4% | $4,814-72.9% | $2,848-54.1% |
| Participant deferral / active EE | $5,261 | $7,711-31.8% | $7,446-29.3% | $4,806+9.5% |
| Admin fee / account holder | $19 | $119-83.9% | $10,010-99.8% | $133-85.6% |