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 | $4,602 |
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 | $82,472 | $61,052+35.1% | $142,863-42.3% | $79,386+3.9% |
| Participation rate | 94.0% | 60.1%+33.9pp | 71.9%+22.1pp | 70.7%+23.3pp |
| Annual return | 17.53% | 16.02%+1.5pp | 5637.54%-5620.0pp | 116.85%-99.3pp |
| Employer contribution / active EE | $894 | $1,481-39.6% | $4,144-78.4% | $2,427-63.2% |
| Participant deferral / active EE | $4,532 | $2,879+57.4% | $3,837+18.1% | $4,046+12.0% |
| Admin fee / account holder | $24 | $659-96.3% | $6,560-99.6% | $626-96.1% |