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 | $7,168 |
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 | $60,963 | $106,028-42.5% | $146,958-58.5% | $77,643-21.5% |
| Participation rate | 82.2% | 78.4%+3.8pp | 82.2%0pp | 70.6%+11.6pp |
| Annual return | 32.70% | 56.73%-24.0pp | 418.34%-385.6pp | 31.24%+1.5pp |
| Employer contribution / active EE | $2,292 | $4,063-43.6% | $4,933-53.5% | $2,726-15.9% |
| Participant deferral / active EE | $11,319 | $7,990+41.7% | $8,070+40.3% | $4,647+143.6% |
| Admin fee / account holder | $14 | $337-95.8% | $12,998-99.9% | $430-96.7% |