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 | $17,742 |
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 | $44,098 | $78,485-43.8% | $106,213-58.5% | $74,495-40.8% |
| Participation rate | 96.3% | 72.8%+23.5pp | 75.3%+21.0pp | 67.2%+29.1pp |
| Annual return | 17.07% | 15.95%+1.1pp | 116.14%-99.1pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $784 | $2,523-68.9% | $3,171-75.3% | $2,623-70.1% |
| Participant deferral / active EE | $6,035 | $4,322+39.6% | $5,016+20.3% | $4,346+38.9% |
| Admin fee / account holder | $118 | $2,232-94.7% | $11,033-98.9% | $1,942-93.9% |