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 | $3,734 |
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 | $87,655 | $89,282-1.8% | $94,646-7.4% | $74,419+17.8% |
| Participation rate | 88.0% | 82.4%+5.6pp | 80.8%+7.2pp | 70.7%+17.3pp |
| Annual return | 22.40% | 25.96%-3.6pp | 156.71%-134.3pp | 34.38%-12.0pp |
| Employer contribution / active EE | $6,441 | $3,022+113.1% | $3,672+75.4% | $2,637+144.2% |
| Participant deferral / active EE | $15,135 | $8,425+79.7% | $7,418+104.0% | $4,528+234.2% |
| Admin fee / account holder | $5 | $219-97.8% | $7,231-99.9% | $348-98.6% |