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 | $45,277 |
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 | $105,102 | $115,744-9.2% | $100,391+4.7% | $199,593-47.3% |
| Participation rate | 95.5% | 85.7%+9.8pp | 81.5%+14.0pp | 72.0%+23.5pp |
| Annual return | 18.57% | 17.79%+0.8pp | 49.20%-30.6pp | 34.25%-15.7pp |
| Employer contribution / active EE | $4,068 | $3,657+11.2% | $3,942+3.2% | $3,034+34.1% |
| Participant deferral / active EE | $19,495 | $9,844+98.0% | $8,082+141.2% | $5,087+283.2% |
| Admin fee / account holder | $13 | $93-85.5% | $7,899-99.8% | $269-95.0% |