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 | $81,071 |
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 | $93,907 | $100,801-6.8% | $149,696-37.3% | $73,409+27.9% |
| Participation rate | 97.9% | 77.7%+20.2pp | 82.5%+15.4pp | 72.2%+25.7pp |
| Annual return | 16.01% | 265.34%-249.3pp | 276.60%-260.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $5,392 | $3,312+62.8% | $4,644+16.1% | $2,234+141.4% |
| Participant deferral / active EE | $6,638 | $6,404+3.7% | $6,842-3.0% | $3,805+74.4% |
| Admin fee / account holder | $94 | $181-48.3% | $9,309-99.0% | $158-40.8% |