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 | $10,133 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $142,336 | $72,607+96.0% | $90,749+56.8% | $66,914+112.7% |
| Participation rate | 94.5% | 73.7%+20.8pp | 75.7%+18.8pp | 69.8%+24.7pp |
| Annual return | -18.58% | -12.28%-6.3pp | -12.16%-6.4pp | 1.58%-20.2pp |
| Employer contribution / active EE | $9,302 | $2,369+292.7% | $2,921+218.5% | $2,544+265.6% |
| Participant deferral / active EE | $15,205 | $3,977+282.3% | $4,564+233.1% | $4,237+258.9% |
| Admin fee / account holder | $44 | $707-93.8% | $8,445-99.5% | $593-92.6% |