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 | $3,447 |
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 | $55,378 | $76,552-27.7% | $123,892-55.3% | $62,891-11.9% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 7.16% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $15,497 | $2,883+437.6% | $4,617+235.7% | $2,281+579.4% |
| Participant deferral / active EE | $15,833 | $4,840+227.1% | $5,984+164.6% | $3,203+394.3% |
| Admin fee / account holder | -$12 | $4,826-100.2% | $8,357-100.1% | $4,296-100.3% |