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 | -$23,914 |
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 | $198,336 | $69,305+186.2% | $82,313+141.0% | $69,631+184.8% |
| Participation rate | 90.5% | 80.3%+10.2pp | 76.9%+13.6pp | 70.7%+19.8pp |
| Annual return | 64.14% | 21.47%+42.7pp | 25.88%+38.3pp | 27571.02%-27506.9pp |
| Employer contribution / active EE | $3,495 | $1,887+85.2% | $2,428+43.9% | $2,032+72.0% |
| Participant deferral / active EE | $12,439 | $3,568+248.6% | $3,706+235.6% | $3,224+285.9% |
| Admin fee / account holder | -$23 | $97-123.8% | $5,608-100.4% | $110-121.0% |