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 | -$8,013 |
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 | $82,295 | $106,028-22.4% | $146,958-44.0% | $77,643+6.0% |
| Participation rate | 88.1% | 78.4%+9.8pp | 82.2%+6.0pp | 70.6%+17.5pp |
| Annual return | 21.39% | 56.73%-35.3pp | 418.34%-396.9pp | 31.24%-9.8pp |
| Employer contribution / active EE | $5,001 | $4,063+23.1% | $4,933+1.4% | $2,726+83.5% |
| Participant deferral / active EE | $17,935 | $7,990+124.5% | $8,070+122.2% | $4,647+285.9% |
| Admin fee / account holder | -$7 | $337-102.0% | $12,998-100.1% | $430-101.6% |