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 | $72,536 |
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 | $61,778 | $82,202-24.8% | $125,339-50.7% | $64,808-4.7% |
| Participation rate | 86.5% | 77.9%+8.6pp | 82.4%+4.1pp | 71.5%+15.0pp |
| Annual return | -16.37% | 3.48%-19.8pp | 572.05%-588.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,503 | $3,615-58.4% | $4,814-68.8% | $2,506-40.0% |
| Participant deferral / active EE | $7,378 | $7,175+2.8% | $7,446-0.9% | $4,310+71.2% |
| Admin fee / account holder | $114 | $163-30.1% | $10,010-98.9% | $188-39.3% |