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 8-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 | -$1,329 |
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 | $66,701 | $79,013-15.6% | $100,391-33.6% | $74,495-10.5% |
| Participation rate | 97.4% | 79.5%+18.0pp | 81.5%+16.0pp | 67.2%+30.2pp |
| Annual return | 19.13% | 20.41%-1.3pp | 49.20%-30.1pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $7,035 | $3,021+132.9% | $3,942+78.5% | $2,623+168.2% |
| Participant deferral / active EE | $14,729 | $7,760+89.8% | $8,082+82.2% | $4,346+238.9% |
| Admin fee / account holder | $9 | $1,320-99.3% | $7,899-99.9% | $1,942-99.5% |