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 | -$1,351 |
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 | $85,068 | $64,612+31.7% | $86,436-1.6% | $64,808+31.3% |
| Participation rate | 98.2% | 81.5%+16.7pp | 80.3%+17.9pp | 71.5%+26.7pp |
| Annual return | -17.32% | 0.66%-18.0pp | 4394.89%-4412.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $5,247 | $2,744+91.2% | $3,769+39.2% | $2,506+109.4% |
| Participant deferral / active EE | $13,170 | $7,497+75.7% | $6,952+89.5% | $4,310+205.6% |
| Admin fee / account holder | -$3 | $169-101.8% | $6,731-100.0% | $188-101.6% |