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 10-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 | $13,574 |
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 | $23,353 | $61,156-61.8% | $185,823-87.4% | $79,386-70.6% |
| Participation rate | 98.1% | 66.6%+31.4pp | 81.7%+16.4pp | 70.7%+27.4pp |
| Annual return | 13.51% | 19.45%-5.9pp | 122.05%-108.5pp | 116.85%-103.3pp |
| Employer contribution / active EE | $1,908 | $2,321-17.8% | $5,167-63.1% | $2,427-21.4% |
| Participant deferral / active EE | $3,659 | $2,789+31.2% | $5,568-34.3% | $4,046-9.6% |
| Admin fee / account holder | $71 | $710-90.0% | $16,237-99.6% | $626-88.7% |