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 6-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 | $1,524 |
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 | $64,585 | $119,446-45.9% | $150,045-57.0% | $85,563-24.5% |
| Participation rate | 99.8% | 75.4%+24.3pp | 82.3%+17.5pp | 66.0%+33.8pp |
| Annual return | 38.58% | 23.72%+14.9pp | 62.55%-24.0pp | 31.51%+7.1pp |
| Employer contribution / active EE | $4,740 | $4,078+16.2% | $4,693+1.0% | $2,654+78.6% |
| Participant deferral / active EE | $12,370 | $7,985+54.9% | $7,997+54.7% | $4,375+182.7% |
| Admin fee / account holder | $3 | $548-99.5% | $13,435-100.0% | $834-99.7% |