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 | $7,295 |
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 | $77,918 | $65,435+19.1% | $86,677-10.1% | $66,914+16.4% |
| Participation rate | 71.5% | 75.5%-3.9pp | 76.6%-5.0pp | 69.8%+1.7pp |
| Annual return | -10.57% | -10.89%+0.3pp | 35.91%-46.5pp | 1.58%-12.2pp |
| Employer contribution / active EE | $1,725 | $2,153-19.9% | $2,836-39.2% | $2,544-32.2% |
| Participant deferral / active EE | $7,563 | $4,100+84.4% | $4,656+62.4% | $4,237+78.5% |
| Admin fee / account holder | $46 | $642-92.8% | $7,493-99.4% | $593-92.2% |