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 | $537,983 |
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 | $180,955 | $82,683+118.9% | $133,980+35.1% | $65,292+177.1% |
| Participation rate | 93.0% | 87.3%+5.7pp | 87.1%+5.9pp | 72.4%+20.6pp |
| Annual return | 12.26% | 9.63%+2.6pp | 29.30%-17.0pp | 11.84%+0.4pp |
| Employer contribution / active EE | $4,138 | $3,583+15.5% | $5,211-20.6% | $2,302+79.8% |
| Participant deferral / active EE | $11,481 | $5,190+121.2% | $6,282+82.8% | $3,579+220.8% |
| Admin fee / account holder | $45 | $66-32.0% | $9,324-99.5% | $57-22.1% |