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 | $129,021-38.6% | $184,203-57.0% | $77,643+2.1% |
| Participation rate | 93.6% | 87.3%+6.3pp | 86.8%+6.8pp | 70.6%+23.0pp |
| Annual return | 16.27% | 33.27%-17.0pp | 28.81%-12.5pp | 31.24%-15.0pp |
| Employer contribution / active EE | $3,239 | $4,413-26.6% | $6,427-49.6% | $2,726+18.8% |
| Participant deferral / active EE | $6,054 | $7,297-17.0% | $9,131-33.7% | $4,647+30.3% |
| Admin fee / account holder | $59 | $254-76.6% | $13,901-99.6% | $430-86.2% |