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 | $35,671 |
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 | $43,516 | $122,186-64.4% | $146,958-70.4% | $199,593-78.2% |
| Participation rate | 92.9% | 78.3%+14.6pp | 82.2%+10.8pp | 72.0%+21.0pp |
| Annual return | 17.29% | 30.56%-13.3pp | 418.34%-401.0pp | 34.25%-17.0pp |
| Employer contribution / active EE | $1,731 | $4,093-57.7% | $4,933-64.9% | $3,034-42.9% |
| Participant deferral / active EE | $6,542 | $8,502-23.1% | $8,070-18.9% | $5,087+28.6% |
| Admin fee / account holder | $17 | $179-90.4% | $12,998-99.9% | $269-93.6% |