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 | $6,743 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $36,083 | $47,898-24.7% | $117,472-69.3% | $64,808-44.3% |
| Participation rate | 95.2% | 61.9%+33.4pp | 70.6%+24.7pp | 71.5%+23.8pp |
| Annual return | -14.81% | -15.54%+0.7pp | 29.74%-44.5pp | 32.82%-47.6pp |
| Employer contribution / active EE | $2,542 | $1,774+43.3% | $4,176-39.1% | $2,506+1.4% |
| Participant deferral / active EE | $5,330 | $3,151+69.2% | $4,070+31.0% | $4,310+23.7% |
| Admin fee / account holder | $22 | $132-83.1% | $5,645-99.6% | $188-88.2% |