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 9-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 | $20,811 |
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 | $46,082 | $101,499-54.6% | $147,005-68.7% | $74,546-38.2% |
| Participation rate | 93.2% | 75.5%+17.6pp | 82.2%+11.0pp | 67.2%+26.0pp |
| Annual return | 16.91% | 8732.34%-8715.4pp | 418.76%-401.9pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $3,572 | $3,811-6.3% | $4,934-27.6% | $2,624+36.1% |
| Participant deferral / active EE | $10,929 | $7,304+49.6% | $8,070+35.4% | $4,347+151.4% |
| Admin fee / account holder | $61 | $1,748-96.5% | $13,006-99.5% | $1,944-96.9% |