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 | $46,647 |
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 | $90,079 | $58,778+53.3% | $129,207-30.3% | $77,643+16.0% |
| Participation rate | 90.5% | 59.2%+31.3pp | 69.6%+20.9pp | 70.6%+20.0pp |
| Annual return | 16.03% | 24.73%-8.7pp | 9417.33%-9401.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $6,435 | $1,952+229.7% | $4,153+54.9% | $2,726+136.1% |
| Participant deferral / active EE | $6,932 | $3,212+115.8% | $4,168+66.3% | $4,647+49.2% |
| Admin fee / account holder | $68 | $589-88.4% | $7,715-99.1% | $430-84.2% |