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 6-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 | $4,462 |
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 | $94,995 | $89,808+5.8% | $100,391-5.4% | $77,643+22.3% |
| Participation rate | 94.5% | 81.2%+13.3pp | 81.5%+13.1pp | 70.6%+24.0pp |
| Annual return | 24.29% | 20.62%+3.7pp | 49.20%-24.9pp | 31.24%-6.9pp |
| Employer contribution / active EE | $7,375 | $3,039+142.7% | $3,942+87.1% | $2,726+170.6% |
| Participant deferral / active EE | $14,843 | $8,284+79.2% | $8,082+83.7% | $4,647+219.4% |
| Admin fee / account holder | $27 | $174-84.2% | $7,899-99.7% | $430-93.6% |