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 6-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 | $551 |
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 | $39,482 | $78,976-50.0% | $100,383-60.7% | $74,546-47.0% |
| Participation rate | 94.7% | 79.5%+15.2pp | 81.5%+13.2pp | 67.2%+27.5pp |
| Annual return | 17.99% | 20.62%-2.6pp | 49.26%-31.3pp | 1366.03%-1348.0pp |
| Employer contribution / active EE | $3,733 | $3,019+23.7% | $3,944-5.3% | $2,624+42.3% |
| Participant deferral / active EE | $12,051 | $7,758+55.4% | $8,086+49.0% | $4,347+177.2% |
| Admin fee / account holder | $9 | $1,330-99.3% | $7,900-99.9% | $1,944-99.5% |