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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $151,876+56.9% | $113,168+110.5% | $117,739+102.3% |
| Participation rate | 97.2% | 92.5%+4.7pp | 76.6%+20.6pp | 76.6%+20.6pp |
| Annual return | 11.94% | 15.75%-3.8pp | 24.27%-12.3pp | 17.29%-5.3pp |
| Employer contribution / active EE | $5,097 | $4,598+10.8% | $2,975+71.3% | $3,746+36.1% |
| Participant deferral / active EE | $8,854 | $7,767+14.0% | $5,107+73.4% | $6,128+44.5% |
| Admin fee / account holder | $56 | $70-19.5% | $12,068-99.5% | $112-49.7% |