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 | $8,519 |
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 | $62,984 | $99,957-37.0% | $149,696-57.9% | $73,488-14.3% |
| Participation rate | 94.9% | 75.7%+19.2pp | 82.5%+12.5pp | 70.7%+24.3pp |
| Annual return | 21.33% | 53.87%-32.5pp | 276.60%-255.3pp | 28.51%-7.2pp |
| Employer contribution / active EE | $4,017 | $3,191+25.9% | $4,644-13.5% | $2,270+76.9% |
| Participant deferral / active EE | $9,410 | $6,073+55.0% | $6,842+37.5% | $3,740+151.6% |
| Admin fee / account holder | $49 | $551-91.2% | $9,309-99.5% | $513-90.5% |