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 5-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 | $3,558 |
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 | $62,652 | $58,320+7.4% | $86,436-27.5% | $66,914-6.4% |
| Participation rate | 93.1% | 78.6%+14.5pp | 80.3%+12.8pp | 69.8%+23.3pp |
| Annual return | 1.66% | -9.71%+11.4pp | 4394.89%-4393.2pp | 1.58%+0.1pp |
| Employer contribution / active EE | $3,151 | $2,615+20.5% | $3,769-16.4% | $2,544+23.9% |
| Participant deferral / active EE | $10,067 | $6,899+45.9% | $6,952+44.8% | $4,237+137.6% |
| Admin fee / account holder | $36 | $546-93.3% | $6,731-99.5% | $593-93.9% |