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 | $722,603 |
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 | $238,235 | $141,850+67.9% | $112,040+112.6% | $118,972+100.2% |
| Participation rate | 97.2% | 92.6%+4.6pp | 76.5%+20.7pp | 78.0%+19.3pp |
| Annual return | 11.94% | 14.13%-2.2pp | 24.52%-12.6pp | 15.19%-3.2pp |
| Employer contribution / active EE | $5,097 | $4,195+21.5% | $2,954+72.6% | $3,776+35.0% |
| Participant deferral / active EE | $8,854 | $6,972+27.0% | $5,098+73.7% | $6,017+47.1% |
| Admin fee / account holder | $56 | $69-18.9% | $12,098-99.5% | $127-55.6% |