Filed January 15, 2025
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 | $2,138 |
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 | $155,017 | $47,126+228.9% | $149,673+3.6% | $74,419+108.3% |
| Participation rate | 88.1% | 63.4%+24.7pp | 78.8%+9.3pp | 70.7%+17.3pp |
| Annual return | 18.05% | 22.75%-4.7pp | 134.42%-116.4pp | 34.38%-16.3pp |
| Employer contribution / active EE | $9,560 | $1,905+401.7% | $4,818+98.4% | $2,637+262.5% |
| Participant deferral / active EE | $6,575 | $2,728+141.0% | $5,680+15.8% | $4,528+45.2% |
| Admin fee / account holder | $7 | $343-98.0% | $13,210-99.9% | $348-98.0% |