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 | $12,779 |
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 | $67,710 | $76,050-11.0% | $96,544-29.9% | $71,457-5.2% |
| Participation rate | 91.9% | 74.4%+17.5pp | 76.0%+15.9pp | 67.9%+24.0pp |
| Annual return | 41.68% | 22.81%+18.9pp | 25.84%+15.8pp | 28.85%+12.8pp |
| Employer contribution / active EE | $5,861 | $2,244+161.2% | $2,965+97.7% | $2,588+126.5% |
| Participant deferral / active EE | $8,644 | $4,215+105.0% | $4,851+78.2% | $4,289+101.5% |
| Admin fee / account holder | $82 | $2,707-97.0% | $8,252-99.0% | $1,587-94.8% |