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 | $19,713 |
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 | $87,162 | $106,028-17.8% | $146,958-40.7% | $77,643+12.3% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.9pp | 70.6%+28.4pp |
| Annual return | 21.33% | 56.73%-35.4pp | 418.34%-397.0pp | 31.24%-9.9pp |
| Employer contribution / active EE | $7,013 | $4,063+72.6% | $4,933+42.2% | $2,726+157.3% |
| Participant deferral / active EE | $21,107 | $7,990+164.2% | $8,070+161.6% | $4,647+354.2% |
| Admin fee / account holder | $18 | $337-94.7% | $12,998-99.9% | $430-95.8% |