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 | $17,842 |
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 | $84,307 | $91,407-7.8% | $135,903-38.0% | $71,457+18.0% |
| Participation rate | 86.9% | 75.7%+11.2pp | 81.9%+5.0pp | 67.9%+18.9pp |
| Annual return | 24.95% | 29.90%-4.9pp | 68.23%-43.3pp | 28.85%-3.9pp |
| Employer contribution / active EE | $5,008 | $3,703+35.2% | $4,856+3.1% | $2,588+93.6% |
| Participant deferral / active EE | $11,707 | $7,092+65.1% | $7,758+50.9% | $4,289+173.0% |
| Admin fee / account holder | $122 | $1,266-90.4% | $10,762-98.9% | $1,587-92.3% |