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 | $62,878 |
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 | $114,932 | $92,055+24.9% | $106,213+8.2% | $77,643+48.0% |
| Participation rate | 93.3% | 81.0%+12.3pp | 75.3%+18.0pp | 70.6%+22.7pp |
| Annual return | 19.48% | 17.91%+1.6pp | 116.14%-96.7pp | 31.24%-11.8pp |
| Employer contribution / active EE | $8,848 | $3,367+162.8% | $3,171+179.0% | $2,726+224.6% |
| Participant deferral / active EE | $19,386 | $5,386+260.0% | $5,016+286.5% | $4,647+317.1% |
| Admin fee / account holder | $130 | $219-40.7% | $11,033-98.8% | $430-69.8% |