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 | $36,878 |
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 | $145,255 | $44,960+223.1% | $84,966+71.0% | $74,495+95.0% |
| Participation rate | 96.0% | 49.4%+46.6pp | 67.5%+28.5pp | 67.2%+28.8pp |
| Annual return | 15.53% | 26.24%-10.7pp | 66.38%-50.9pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $6,468 | $1,457+343.9% | $2,727+137.2% | $2,623+146.6% |
| Participant deferral / active EE | $13,147 | $2,731+381.4% | $4,519+190.9% | $4,346+202.5% |
| Admin fee / account holder | $166 | $2,209-92.5% | $6,149-97.3% | $1,942-91.4% |