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 | $113,428 |
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 | $76,711 | $107,459-28.6% | $135,903-43.6% | $80,160-4.3% |
| Participation rate | 86.6% | 78.0%+8.6pp | 81.9%+4.7pp | 72.9%+13.7pp |
| Annual return | 27.74% | 91.91%-64.2pp | 68.23%-40.5pp | 40.38%-12.6pp |
| Employer contribution / active EE | $5,660 | $3,877+46.0% | $4,856+16.6% | $2,978+90.1% |
| Participant deferral / active EE | $12,909 | $8,195+57.5% | $7,758+66.4% | $5,017+157.3% |
| Admin fee / account holder | $62 | $127-51.5% | $10,762-99.4% | $145-57.5% |