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 | $34,196 |
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 | $35,585 | $107,459-66.9% | $135,903-73.8% | $80,160-55.6% |
| Participation rate | 90.9% | 78.0%+12.8pp | 81.9%+8.9pp | 72.9%+17.9pp |
| Annual return | 22.38% | 91.91%-69.5pp | 68.23%-45.9pp | 40.38%-18.0pp |
| Employer contribution / active EE | $1,345 | $3,877-65.3% | $4,856-72.3% | $2,978-54.8% |
| Participant deferral / active EE | $5,787 | $8,195-29.4% | $7,758-25.4% | $5,017+15.3% |
| Admin fee / account holder | $16 | $127-87.7% | $10,762-99.9% | $145-89.2% |