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 | $11,713 |
SEE ATTACHED1 year Filed as: SEE NOTE *2 Service code 61 | Finders' fees / placement fees | $0 |
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 | $57,312 | $95,274-39.8% | $135,903-57.8% | $74,419-23.0% |
| Participation rate | 88.6% | 78.2%+10.4pp | 81.9%+6.7pp | 70.7%+17.9pp |
| Annual return | 57.75% | 32.77%+25.0pp | 68.23%-10.5pp | 34.38%+23.4pp |
| Employer contribution / active EE | $3,440 | $3,874-11.2% | $4,856-29.2% | $2,637+30.4% |
| Participant deferral / active EE | $11,391 | $7,782+46.4% | $7,758+46.8% | $4,528+151.6% |
| Admin fee / account holder | $46 | $266-82.7% | $10,762-99.6% | $348-86.7% |