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 | $21,843 |
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 | $61,289 | $106,110-42.2% | $147,005-58.3% | $77,671-21.1% |
| Participation rate | 93.0% | 78.4%+14.6pp | 82.2%+10.8pp | 70.6%+22.4pp |
| Annual return | 40.96% | 56.77%-15.8pp | 418.76%-377.8pp | 31.21%+9.8pp |
| Employer contribution / active EE | $6,191 | $4,065+52.3% | $4,934+25.5% | $2,726+127.1% |
| Participant deferral / active EE | $11,684 | $7,992+46.2% | $8,070+44.8% | $4,648+151.4% |
| Admin fee / account holder | $35 | $338-89.6% | $13,006-99.7% | $430-91.9% |