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 | $26,782 |
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 | $100,523 | $102,317-1.8% | $146,958-31.6% | $80,856+24.3% |
| Participation rate | 98.9% | 75.8%+23.0pp | 82.2%+16.7pp | 67.6%+31.2pp |
| Annual return | 23.26% | 134.76%-111.5pp | 418.34%-395.1pp | 35.59%-12.3pp |
| Employer contribution / active EE | $6,416 | $3,713+72.8% | $4,933+30.1% | $2,755+132.9% |
| Participant deferral / active EE | $13,179 | $6,644+98.4% | $8,070+63.3% | $4,296+206.8% |
| Admin fee / account holder | $167 | $7,941-97.9% | $12,998-98.7% | $6,918-97.6% |