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 | -$1,125 |
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 | $54,441 | $102,317-46.8% | $146,958-63.0% | $80,856-32.7% |
| Participation rate | 90.4% | 75.8%+14.6pp | 82.2%+8.2pp | 67.6%+22.7pp |
| Annual return | 14.76% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,213 | $3,713-13.5% | $4,933-34.9% | $2,755+16.6% |
| Participant deferral / active EE | $13,798 | $6,644+107.7% | $8,070+71.0% | $4,296+221.2% |
| Admin fee / account holder | $3 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |