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 | $39,435 |
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 | $59,405 | $102,389-42.0% | $100,516-40.9% | $90,288-34.2% |
| Participation rate | 92.9% | 84.0%+8.8pp | 79.4%+13.5pp | 73.4%+19.5pp |
| Annual return | 29.03% | 22.50%+6.5pp | 30.89%-1.9pp | 53.97%-24.9pp |
| Employer contribution / active EE | $4,067 | $3,056+33.1% | $3,418+19.0% | $2,524+61.1% |
| Participant deferral / active EE | $12,289 | $7,514+63.5% | $6,270+96.0% | $4,232+190.4% |
| Admin fee / account holder | $17 | $83-79.6% | $8,081-99.8% | $114-85.1% |