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 | $4,781 |
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 | $43,933 | $91,407-51.9% | $135,903-67.7% | $71,457-38.5% |
| Participation rate | 96.1% | 75.7%+20.4pp | 81.9%+14.2pp | 67.9%+28.2pp |
| Annual return | 35.21% | 29.90%+5.3pp | 68.23%-33.0pp | 28.85%+6.4pp |
| Employer contribution / active EE | $4,321 | $3,703+16.7% | $4,856-11.0% | $2,588+67.0% |
| Participant deferral / active EE | $8,515 | $7,092+20.1% | $7,758+9.8% | $4,289+98.6% |
| Admin fee / account holder | $27 | $1,266-97.8% | $10,762-99.7% | $1,587-98.3% |