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 | $16,235 |
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 | $30,932 | $27,915+10.8% | $58,482-47.1% | $75,163-58.8% |
| Participation rate | 97.7% | 38.8%+58.9pp | 50.9%+46.8pp | 67.2%+30.5pp |
| Annual return | 16.09% | 44.20%-28.1pp | 4239.32%-4223.2pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,043 | $669+55.9% | $1,053-1.0% | $2,670-60.9% |
| Participant deferral / active EE | $4,967 | $1,201+313.5% | $1,924+158.2% | $4,125+20.4% |
| Admin fee / account holder | $120 | $1,726-93.0% | $2,516-95.2% | $5,651-97.9% |