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 | $6,663 |
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 | $50,681 | $82,202-38.3% | $125,339-59.6% | $64,808-21.8% |
| Participation rate | 87.9% | 77.9%+10.0pp | 82.4%+5.5pp | 71.5%+16.4pp |
| Annual return | -16.18% | 3.48%-19.7pp | 572.05%-588.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $2,515 | $3,615-30.4% | $4,814-47.7% | $2,506+0.4% |
| Participant deferral / active EE | $9,738 | $7,175+35.7% | $7,446+30.8% | $4,310+125.9% |
| Admin fee / account holder | $18 | $163-89.1% | $10,010-99.8% | $188-90.6% |