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 | $28,894 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $75,805 | $106,028-28.5% | $146,958-48.4% | $77,643-2.4% |
| Participation rate | 90.6% | 78.4%+12.3pp | 82.2%+8.5pp | 70.6%+20.1pp |
| Annual return | 22.53% | 56.73%-34.2pp | 418.34%-395.8pp | 31.24%-8.7pp |
| Employer contribution / active EE | $3,654 | $4,063-10.1% | $4,933-25.9% | $2,726+34.0% |
| Participant deferral / active EE | $12,628 | $7,990+58.1% | $8,070+56.5% | $4,647+171.7% |
| Admin fee / account holder | $44 | $337-87.0% | $12,998-99.7% | $430-89.8% |