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 | -$25,762 |
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 | $78,510 | $59,054+32.9% | $97,226-19.3% | $77,643+1.1% |
| Participation rate | 92.2% | 67.9%+24.3pp | 72.7%+19.5pp | 70.6%+21.6pp |
| Annual return | 17.38% | 16.96%+0.4pp | 75.13%-57.8pp | 31.24%-13.9pp |
| Employer contribution / active EE | $4,912 | $1,742+182.0% | $2,729+80.0% | $2,726+80.2% |
| Participant deferral / active EE | $10,486 | $3,930+166.8% | $4,264+145.9% | $4,647+125.6% |
| Admin fee / account holder | -$30 | $346-108.7% | $5,654-100.5% | $430-107.0% |