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 | $57,004 |
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 | $31,534 | $49,808-36.7% | $95,745-67.1% | $74,419-57.6% |
| Participation rate | 72.2% | 66.6%+5.7pp | 72.3%0pp | 70.7%+1.5pp |
| Annual return | 18.77% | 24.91%-6.1pp | 28.35%-9.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,067 | $1,639-34.9% | $2,835-62.3% | $2,637-59.5% |
| Participant deferral / active EE | $3,614 | $3,739-3.4% | $4,245-14.9% | $4,528-20.2% |
| Admin fee / account holder | $87 | $311-71.9% | $5,678-98.5% | $348-74.9% |