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 | -$1,223 |
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 | $211,729 | $121,341+74.5% | $189,513+11.7% | $79,386+166.7% |
| Participation rate | 90.4% | 86.1%+4.3pp | 87.8%+2.6pp | 70.7%+19.7pp |
| Annual return | 18.37% | 21.08%-2.7pp | 555.15%-536.8pp | 116.85%-98.5pp |
| Employer contribution / active EE | $5,685 | $3,915+45.2% | $6,162-7.7% | $2,427+134.2% |
| Participant deferral / active EE | $12,302 | $6,395+92.4% | $8,221+49.6% | $4,046+204.1% |
| Admin fee / account holder | -$6 | $651-101.0% | $12,045-100.1% | $626-101.0% |