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 | $30,715 |
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 | $70,164 | $102,317-31.4% | $146,958-52.3% | $80,856-13.2% |
| Participation rate | 88.8% | 75.8%+12.9pp | 82.2%+6.6pp | 67.6%+21.1pp |
| Annual return | 19.88% | 134.76%-114.9pp | 418.34%-398.5pp | 35.59%-15.7pp |
| Employer contribution / active EE | $1,285 | $3,713-65.4% | $4,933-73.9% | $2,755-53.3% |
| Participant deferral / active EE | $22,599 | $6,644+240.2% | $8,070+180.0% | $4,296+426.1% |
| Admin fee / account holder | $216 | $7,941-97.3% | $12,998-98.3% | $6,918-96.9% |