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 | $39,615 |
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 | $75,725 | $41,647+81.8% | $96,139-21.2% | $86,799-12.8% |
| Participation rate | 91.6% | 50.2%+41.4pp | 68.4%+23.2pp | 72.3%+19.3pp |
| Annual return | 24.13% | 27.24%-3.1pp | 191.94%-167.8pp | 97.91%-73.8pp |
| Employer contribution / active EE | $3,892 | $1,318+195.4% | $2,797+39.2% | $2,405+61.8% |
| Participant deferral / active EE | $12,612 | $2,412+422.8% | $4,349+190.0% | $4,131+205.3% |
| Admin fee / account holder | $44 | $169-74.2% | $5,537-99.2% | $170-74.3% |