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 | $53,267 |
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 | $52,241 | $82,202-36.4% | $125,339-58.3% | $64,808-19.4% |
| Participation rate | 97.0% | 77.9%+19.2pp | 82.4%+14.7pp | 71.5%+25.6pp |
| Annual return | -6.57% | 3.48%-10.0pp | 572.05%-578.6pp | 32.82%-39.4pp |
| Employer contribution / active EE | $6,991 | $3,615+93.4% | $4,814+45.2% | $2,506+179.0% |
| Participant deferral / active EE | $13,875 | $7,175+93.4% | $7,446+86.3% | $4,310+221.9% |
| Admin fee / account holder | $77 | $163-52.9% | $10,010-99.2% | $188-59.0% |