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 | $24,950 |
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 | $96,389 | $61,272+57.3% | $149,673-35.6% | $71,457+34.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 20.38% | 35.85%-15.5pp | 134.42%-114.0pp | 28.85%-8.5pp |
| Employer contribution / active EE | $3,696 | $2,378+55.4% | $4,818-23.3% | $2,588+42.8% |
| Participant deferral / active EE | $11,970 | $2,917+310.3% | $5,680+110.7% | $4,289+179.1% |
| Admin fee / account holder | $128 | $1,261-89.9% | $13,210-99.0% | $1,587-92.0% |