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 | $170,722 |
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 | $73,052 | $82,783-11.8% | $133,956-45.5% | $90,288-19.1% |
| Participation rate | 95.5% | 81.3%+14.3pp | 79.8%+15.7pp | 73.4%+22.2pp |
| Annual return | 26.99% | 21.89%+5.1pp | 45.09%-18.1pp | 53.97%-27.0pp |
| Employer contribution / active EE | $1,750 | $2,388-26.7% | $3,919-55.3% | $2,524-30.7% |
| Participant deferral / active EE | $5,666 | $4,291+32.1% | $5,048+12.3% | $4,232+33.9% |
| Admin fee / account holder | $49 | $93-47.2% | $8,927-99.5% | $114-57.0% |