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 | $23,242 |
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 | $41,648 | $56,095-25.8% | $178,490-76.7% | $90,288-53.9% |
| Participation rate | 76.5% | 65.6%+10.9pp | 81.9%-5.5pp | 73.4%+3.1pp |
| Annual return | 31.65% | 28.81%+2.8pp | 151.07%-119.4pp | 53.97%-22.3pp |
| Employer contribution / active EE | $1,936 | $1,572+23.1% | $5,011-61.4% | $2,524-23.3% |
| Participant deferral / active EE | $7,099 | $2,669+166.0% | $5,202+36.5% | $4,232+67.7% |
| Admin fee / account holder | $23 | $101-77.2% | $13,984-99.8% | $114-79.8% |