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 3-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 | $54,078 |
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 | $191,325 | $108,719+76.0% | $101,326+88.8% | $85,563+123.6% |
| Participation rate | 96.4% | 80.9%+15.5pp | 81.5%+14.9pp | 66.0%+30.4pp |
| Annual return | 17.63% | 20.95%-3.3pp | 36.82%-19.2pp | 31.51%-13.9pp |
| Employer contribution / active EE | $8,937 | $3,114+187.0% | $3,665+143.8% | $2,654+236.8% |
| Participant deferral / active EE | $13,103 | $8,545+53.3% | $7,994+63.9% | $4,375+199.5% |
| Admin fee / account holder | $149 | $685-78.2% | $11,185-98.7% | $834-82.1% |