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 | -$36,751 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,312 | $63,905+88.3% | $74,183+62.2% | $57,658+108.7% |
| Participation rate | 92.0% | 79.8%+12.3pp | 76.6%+15.4pp | 70.2%+21.8pp |
| Annual return | 20.18% | 60.60%-40.4pp | 17.74%+2.4pp | 5.13%+15.1pp |
| Employer contribution / active EE | $4,044 | $1,840+119.7% | $2,370+70.6% | $1,974+104.9% |
| Participant deferral / active EE | $12,885 | $3,448+273.7% | $3,550+263.0% | $3,061+321.0% |
| Admin fee / account holder | -$35 | $91-138.2% | $5,586-100.6% | $95-136.8% |