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 9-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 | $61,498 |
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 | $77,827 | $89,808-13.3% | $100,383-22.5% | $77,671+0.2% |
| Participation rate | 96.0% | 81.2%+14.8pp | 81.5%+14.5pp | 70.6%+25.5pp |
| Annual return | 25.47% | 20.62%+4.8pp | 49.26%-23.8pp | 31.21%-5.7pp |
| Employer contribution / active EE | $3,755 | $3,039+23.6% | $3,944-4.8% | $2,726+37.7% |
| Participant deferral / active EE | $16,622 | $8,284+100.7% | $8,086+105.6% | $4,648+257.6% |
| Admin fee / account holder | $69 | $174-60.3% | $7,900-99.1% | $430-83.9% |