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 | $12,704 |
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 | $74,812 | $104,475-28.4% | $159,436-53.1% | $79,386-5.8% |
| Participation rate | 77.5% | 76.6%+0.9pp | 82.8%-5.3pp | 70.7%+6.8pp |
| Annual return | 30.65% | 67.95%-37.3pp | 263.57%-232.9pp | 116.85%-86.2pp |
| Employer contribution / active EE | $2,997 | $3,417-12.3% | $4,829-37.9% | $2,427+23.5% |
| Participant deferral / active EE | $6,910 | $6,467+6.8% | $7,352-6.0% | $4,046+70.8% |
| Admin fee / account holder | $104 | $711-85.4% | $10,799-99.0% | $626-83.4% |