Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,098 | $78,483-43.8% | $106,201-58.5% | $74,546-40.8% |
| Participation rate | 96.3% | 72.8%+23.5pp | 75.3%+21.0pp | 67.2%+29.1pp |
| Annual return | 17.07% | 15.94%+1.1pp | 116.26%-99.2pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $784 | $2,522-68.9% | $3,170-75.3% | $2,624-70.1% |
| Participant deferral / active EE | $6,035 | $4,320+39.7% | $5,012+20.4% | $4,347+38.8% |
| Admin fee / account holder | $118 | $2,236-94.7% | $11,039-98.9% | $1,944-93.9% |