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 | $164,861 |
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 | $67,119 | $81,357-17.5% | $75,972-11.7% | $199,593-66.4% |
| Participation rate | 94.9% | 69.9%+25.0pp | 69.1%+25.8pp | 72.0%+22.9pp |
| Annual return | 15.39% | 16.32%-0.9pp | 359.55%-344.2pp | 34.25%-18.9pp |
| Employer contribution / active EE | $4,846 | $3,341+45.1% | $2,685+80.5% | $3,034+59.7% |
| Participant deferral / active EE | $12,176 | $4,710+158.5% | $4,255+186.1% | $5,087+139.4% |
| Admin fee / account holder | $61 | $144-57.9% | $6,467-99.1% | $269-77.4% |