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 5-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 | $3,511 |
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 | $30,671 | $46,292-33.7% | $143,757-78.7% | $64,808-52.7% |
| Participation rate | 80.8% | 64.2%+16.6pp | 80.3%+0.5pp | 71.5%+9.4pp |
| Annual return | -1.02% | -10.05%+9.0pp | -0.04%-1.0pp | 32.82%-33.8pp |
| Employer contribution / active EE | $999 | $1,910-47.7% | $4,951-79.8% | $2,506-60.1% |
| Participant deferral / active EE | $3,854 | $2,646+45.7% | $5,637-31.6% | $4,310-10.6% |
| Admin fee / account holder | $51 | $154-67.1% | $14,673-99.7% | $188-73.0% |