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 | $6,768 |
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 | $30,981 | $64,871-52.2% | $129,110-76.0% | $66,914-53.7% |
| Participation rate | 89.9% | 74.0%+15.9pp | 77.3%+12.6pp | 69.8%+20.1pp |
| Annual return | 0.00% | -12.21%+12.2pp | -10.94%+10.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $5,233 | $3,741+39.9% | $5,052+3.6% | $2,544+105.7% |
| Participant deferral / active EE | $8,056 | $5,090+58.3% | $6,542+23.1% | $4,237+90.1% |
| Admin fee / account holder | $61 | $629-90.4% | $14,302-99.6% | $593-89.8% |