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 | $15,605 |
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 | $34,327 | $64,612-46.9% | $86,436-60.3% | $64,808-47.0% |
| Participation rate | 96.8% | 81.5%+15.3pp | 80.3%+16.5pp | 71.5%+25.3pp |
| Annual return | -9.17% | 0.66%-9.8pp | 4394.89%-4404.1pp | 32.82%-42.0pp |
| Employer contribution / active EE | $1,545 | $2,744-43.7% | $3,769-59.0% | $2,506-38.4% |
| Participant deferral / active EE | $9,316 | $7,497+24.3% | $6,952+34.0% | $4,310+116.1% |
| Admin fee / account holder | $33 | $169-80.4% | $6,731-99.5% | $188-82.4% |