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 | $286,689 |
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 | $201,890 | $160,882+25.5% | $200,582+0.7% | $102,872+96.3% |
| Participation rate | 95.9% | 91.2%+4.7pp | 86.9%+9.0pp | 73.0%+22.9pp |
| Annual return | 18.19% | 18.15%0pp | 42.33%-24.1pp | 19.06%-0.9pp |
| Employer contribution / active EE | $4,926 | $5,602-12.1% | $6,419-23.3% | $3,526+39.7% |
| Participant deferral / active EE | $9,516 | $9,300+2.3% | $9,331+2.0% | $5,535+71.9% |
| Admin fee / account holder | $45 | $125-63.9% | $16,305-99.7% | $292-84.6% |