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 | $119,477 |
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 | $72,672 | $176,491-58.8% | $95,952-24.3% | $90,288-19.5% |
| Participation rate | 89.9% | 86.6%+3.4pp | 77.1%+12.9pp | 73.4%+16.6pp |
| Annual return | 30.02% | 20.14%+9.9pp | 91.61%-61.6pp | 53.97%-23.9pp |
| Employer contribution / active EE | $3,481 | $2,789+24.8% | $2,541+37.0% | $2,524+37.9% |
| Participant deferral / active EE | $14,784 | $5,340+176.9% | $4,167+254.8% | $4,232+249.3% |
| Admin fee / account holder | $38 | $154-75.2% | $6,795-99.4% | $114-66.5% |