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 5-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 | $25,804 |
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 | $41,521 | $185,342-77.6% | $111,297-62.7% | $86,799-52.2% |
| Participation rate | 99.4% | 81.0%+18.5pp | 77.3%+22.1pp | 72.3%+27.1pp |
| Annual return | 77.01% | 500.80%-423.8pp | 54.65%+22.4pp | 97.91%-20.9pp |
| Employer contribution / active EE | $8,845 | $2,246+293.8% | $2,731+223.9% | $2,405+267.7% |
| Participant deferral / active EE | $10,703 | $4,458+140.1% | $4,487+138.5% | $4,131+159.1% |
| Admin fee / account holder | $30 | $255-88.1% | $7,964-99.6% | $170-82.1% |