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 | $31,604 |
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 | $63,420 | $87,870-27.8% | $113,168-44.0% | $74,304-14.6% |
| Participation rate | 83.3% | 70.7%+12.5pp | 76.6%+6.7pp | 60.3%+22.9pp |
| Annual return | 16.12% | 26.44%-10.3pp | 24.27%-8.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $863 | $2,277-62.1% | $2,975-71.0% | $2,241-61.5% |
| Participant deferral / active EE | $3,147 | $4,241-25.8% | $5,107-38.4% | $3,767-16.5% |
| Admin fee / account holder | $159 | $3,368-95.3% | $12,068-98.7% | $2,969-94.6% |