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 9-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 | -$8,028 |
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 | $73,421 | $82,978-11.5% | $129,995-43.5% | $71,457+2.7% |
| Participation rate | 83.4% | 74.1%+9.4pp | 78.5%+5.0pp | 67.9%+15.5pp |
| Annual return | 16.29% | 20.60%-4.3pp | -137.18%+153.5pp | 28.85%-12.6pp |
| Employer contribution / active EE | $819 | $2,622-68.8% | $4,320-81.0% | $2,588-68.3% |
| Participant deferral / active EE | $5,596 | $4,432+26.3% | $5,820-3.9% | $4,289+30.5% |
| Admin fee / account holder | $9 | $1,729-99.5% | $10,614-99.9% | $1,587-99.5% |