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 6-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 | $19,948 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,925 | $124,185-10.7% | $108,410+2.3% | $167,490-33.8% |
| Participation rate | 78.9% | 82.3%-3.3pp | 80.1%-1.2pp | 82.1%-3.2pp |
| Annual return | 13.98% | 1379.64%-1365.7pp | 905.27%-891.3pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,577 | $4,187-38.4% | $3,558-27.6% | $4,837-46.7% |
| Participant deferral / active EE | $11,711 | $6,908+69.5% | $6,563+78.4% | $6,341+84.7% |
| Admin fee / account holder | $146 | $9,455-98.5% | $7,295-98.0% | $12,309-98.8% |