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 | $37,774 |
Form 5500 reported that benefits due were not provided when due.
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 | $128,641 | $50,458+154.9% | $159,960-19.6% | $64,808+98.5% |
| Participation rate | 93.3% | 68.0%+25.2pp | 78.0%+15.3pp | 71.5%+21.8pp |
| Annual return | -16.03% | -13.42%-2.6pp | 408.60%-424.6pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,732 | $1,722+58.7% | $4,226-35.3% | $2,506+9.0% |
| Participant deferral / active EE | $8,200 | $4,004+104.8% | $6,182+32.6% | $4,310+90.2% |
| Admin fee / account holder | $69 | $706-90.2% | $8,698-99.2% | $188-63.0% |