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 | $2,722 |
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 | $173,023 | $130,194+32.9% | $169,993+1.8% | $71,457+142.1% |
| Participation rate | 91.6% | 86.1%+5.4pp | 87.0%+4.6pp | 67.9%+23.7pp |
| Annual return | 26.61% | 20.37%+6.2pp | 53.37%-26.8pp | 28.85%-2.2pp |
| Employer contribution / active EE | $5,920 | $4,381+35.1% | $6,785-12.8% | $2,588+128.8% |
| Participant deferral / active EE | $13,523 | $6,923+95.3% | $10,408+29.9% | $4,289+215.3% |
| Admin fee / account holder | $10 | $966-98.9% | $12,815-99.9% | $1,587-99.3% |