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 | $29,272 |
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 | $56,091 | $89,808-37.5% | $100,383-44.1% | $77,671-27.8% |
| Participation rate | 89.0% | 81.2%+7.8pp | 81.5%+7.5pp | 70.6%+18.5pp |
| Annual return | 24.57% | 20.62%+3.9pp | 49.26%-24.7pp | 31.21%-6.6pp |
| Employer contribution / active EE | $2,791 | $3,039-8.2% | $3,944-29.2% | $2,726+2.3% |
| Participant deferral / active EE | $13,856 | $8,284+67.3% | $8,086+71.4% | $4,648+198.1% |
| Admin fee / account holder | $61 | $174-65.0% | $7,900-99.2% | $430-85.8% |