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 | $15,011 |
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 | $57,227 | $71,142-19.6% | $119,609-52.2% | $64,808-11.7% |
| Participation rate | 93.3% | 78.6%+14.7pp | 79.3%+14.0pp | 71.5%+21.8pp |
| Annual return | -15.10% | -10.01%-5.1pp | -14.97%-0.1pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,742 | $2,497-30.3% | $4,232-58.8% | $2,506-30.5% |
| Participant deferral / active EE | $4,406 | $4,490-1.9% | $5,602-21.3% | $4,310+2.2% |
| Admin fee / account holder | $38 | $162-76.8% | $10,323-99.6% | $188-80.0% |