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 | -$6,755 |
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 | $58,052 | $88,083-34.1% | $164,813-64.8% | $74,495-22.1% |
| Participation rate | 82.6% | 73.0%+9.6pp | 78.6%+4.0pp | 67.2%+15.4pp |
| Annual return | 12.72% | 17.26%-4.5pp | 69.93%-57.2pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $836 | $2,593-67.8% | $4,341-80.7% | $2,623-68.1% |
| Participant deferral / active EE | $5,590 | $4,498+24.3% | $6,031-7.3% | $4,346+28.6% |
| Admin fee / account holder | $10 | $2,234-99.6% | $12,690-99.9% | $1,942-99.5% |