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 | $4,997 |
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 | $51,034 | $102,553-50.2% | $151,611-66.3% | $66,914-23.7% |
| Participation rate | 84.8% | 85.5%-0.7pp | 87.5%-2.6pp | 69.8%+15.0pp |
| Annual return | -10.47% | -10.82%+0.3pp | 3.33%-13.8pp | 1.58%-12.1pp |
| Employer contribution / active EE | $4,475 | $4,180+7.0% | $6,166-27.4% | $2,544+75.9% |
| Participant deferral / active EE | $12,222 | $6,641+84.0% | $8,363+46.1% | $4,237+188.5% |
| Admin fee / account holder | $29 | $630-95.4% | $11,616-99.8% | $593-95.1% |