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 3-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 | $13,270 |
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 | $63,003 | $106,110-40.6% | $147,005-57.1% | $77,671-18.9% |
| Participation rate | 94.8% | 78.4%+16.4pp | 82.2%+12.7pp | 70.6%+24.3pp |
| Annual return | 33.72% | 56.77%-23.1pp | 418.76%-385.0pp | 31.21%+2.5pp |
| Employer contribution / active EE | $4,430 | $4,065+9.0% | $4,934-10.2% | $2,726+62.5% |
| Participant deferral / active EE | $13,732 | $7,992+71.8% | $8,070+70.2% | $4,648+195.5% |
| Admin fee / account holder | $34 | $338-89.9% | $13,006-99.7% | $430-92.1% |