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 | $1,088 |
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 | $64,347 | $54,517+18.0% | $75,972-15.3% | $74,495-13.6% |
| Participation rate | 86.7% | 60.3%+26.4pp | 69.1%+17.6pp | 67.2%+19.5pp |
| Annual return | 38.25% | 31.82%+6.4pp | 359.55%-321.3pp | 1364.94%-1326.7pp |
| Employer contribution / active EE | $9,722 | $1,777+447.0% | $2,685+262.1% | $2,623+270.6% |
| Participant deferral / active EE | $12,058 | $3,066+293.4% | $4,255+183.4% | $4,346+177.5% |
| Admin fee / account holder | $5 | $2,229-99.8% | $6,467-99.9% | $1,942-99.8% |