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 3-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 | $31,273 |
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 | $103,487 | $106,028-2.4% | $146,958-29.6% | $77,643+33.3% |
| Participation rate | 98.3% | 78.4%+20.0pp | 82.2%+16.2pp | 70.6%+27.7pp |
| Annual return | 20.34% | 56.73%-36.4pp | 418.34%-398.0pp | 31.24%-10.9pp |
| Employer contribution / active EE | $4,234 | $4,063+4.2% | $4,933-14.2% | $2,726+55.3% |
| Participant deferral / active EE | $9,614 | $7,990+20.3% | $8,070+19.1% | $4,647+106.9% |
| Admin fee / account holder | $104 | $337-69.3% | $12,998-99.2% | $430-75.9% |