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 | $25,220 |
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 | $150,129 | $93,131+61.2% | $106,548+40.9% | $86,799+73.0% |
| Participation rate | 73.7% | 81.4%-7.7pp | 76.1%-2.4pp | 72.3%+1.4pp |
| Annual return | 14.63% | 19.45%-4.8pp | 26.80%-12.2pp | 97.91%-83.3pp |
| Employer contribution / active EE | $2,709 | $2,895-6.4% | $2,819-3.9% | $2,405+12.6% |
| Participant deferral / active EE | $5,274 | $4,708+12.0% | $4,398+19.9% | $4,131+27.7% |
| Admin fee / account holder | $27 | $145-81.4% | $7,407-99.6% | $170-84.1% |