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 | $1,169 |
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 | $137,049 | $88,634+54.6% | $101,326+35.3% | $74,304+84.4% |
| Participation rate | 96.1% | 76.9%+19.2pp | 81.5%+14.6pp | 60.3%+35.7pp |
| Annual return | 27.36% | 33.10%-5.7pp | 36.82%-9.5pp | 29.43%-2.1pp |
| Employer contribution / active EE | $9,524 | $2,930+225.0% | $3,665+159.8% | $2,241+324.9% |
| Participant deferral / active EE | $15,284 | $7,322+108.7% | $7,994+91.2% | $3,767+305.7% |
| Admin fee / account holder | $7 | $2,425-99.7% | $11,185-99.9% | $2,969-99.8% |