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 | $11,419 |
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 | $79,243 | $129,095-38.6% | $184,200-57.0% | $77,671+2.0% |
| Participation rate | 93.6% | 87.3%+6.3pp | 86.8%+6.8pp | 70.6%+23.0pp |
| Annual return | 16.27% | 33.29%-17.0pp | 28.80%-12.5pp | 31.21%-14.9pp |
| Employer contribution / active EE | $3,239 | $4,410-26.6% | $6,424-49.6% | $2,726+18.8% |
| Participant deferral / active EE | $6,054 | $7,300-17.1% | $9,132-33.7% | $4,648+30.2% |
| Admin fee / account holder | $59 | $256-76.7% | $13,907-99.6% | $430-86.2% |