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 7-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 | $47,467 |
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 | $83,542 | $82,202+1.6% | $125,339-33.3% | $64,808+28.9% |
| Participation rate | 98.5% | 77.9%+20.6pp | 82.4%+16.1pp | 71.5%+27.0pp |
| Annual return | -13.75% | 3.48%-17.2pp | 572.05%-585.8pp | 32.82%-46.6pp |
| Employer contribution / active EE | $7,110 | $3,615+96.7% | $4,814+47.7% | $2,506+183.7% |
| Participant deferral / active EE | $14,783 | $7,175+106.0% | $7,446+98.5% | $4,310+243.0% |
| Admin fee / account holder | $138 | $163-15.7% | $10,010-98.6% | $188-26.7% |