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 9-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 | $16,111 |
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 | $31,896 | $91,407-65.1% | $135,903-76.5% | $71,457-55.4% |
| Participation rate | 90.1% | 75.7%+14.4pp | 81.9%+8.2pp | 67.9%+22.1pp |
| Annual return | 31.79% | 29.90%+1.9pp | 68.23%-36.4pp | 28.85%+2.9pp |
| Employer contribution / active EE | $5,786 | $3,703+56.2% | $4,856+19.2% | $2,588+123.6% |
| Participant deferral / active EE | $10,807 | $7,092+52.4% | $7,758+39.3% | $4,289+152.0% |
| Admin fee / account holder | $82 | $1,266-93.5% | $10,762-99.2% | $1,587-94.9% |