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 8-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 | $14,676 |
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 | $68,674 | $109,881-37.5% | $150,045-54.2% | $84,808-19.0% |
| Participation rate | 97.3% | 76.1%+21.2pp | 82.3%+15.0pp | 68.3%+29.0pp |
| Annual return | 28.96% | 28.25%+0.7pp | 62.55%-33.6pp | 40.90%-11.9pp |
| Employer contribution / active EE | $5,051 | $3,561+41.8% | $4,693+7.6% | $2,631+92.0% |
| Participant deferral / active EE | $33,009 | $6,636+397.4% | $7,997+312.8% | $4,212+683.8% |
| Admin fee / account holder | $80 | $8,568-99.1% | $13,435-99.4% | $7,344-98.9% |