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 4-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 | $1,231 |
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 | $63,358 | $79,013-19.8% | $100,391-36.9% | $74,495-14.9% |
| Participation rate | 88.8% | 79.5%+9.4pp | 81.5%+7.3pp | 67.2%+21.6pp |
| Annual return | 24.22% | 20.41%+3.8pp | 49.20%-25.0pp | 1364.94%-1340.7pp |
| Employer contribution / active EE | $2,044 | $3,021-32.4% | $3,942-48.2% | $2,623-22.1% |
| Participant deferral / active EE | $15,322 | $7,760+97.4% | $8,082+89.6% | $4,346+252.6% |
| Admin fee / account holder | $13 | $1,320-99.0% | $7,899-99.8% | $1,942-99.3% |