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 | $32,577 |
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 | $142,118 | $65,118+118.2% | $76,768+85.1% | $55,725+155.0% |
| Participation rate | 91.9% | 79.6%+12.3pp | 77.0%+14.9pp | 70.9%+21.0pp |
| Annual return | -5.71% | -1.27%-4.4pp | 2.43%-8.1pp | 244.93%-250.6pp |
| Employer contribution / active EE | $3,235 | $1,941+66.7% | $2,485+30.2% | $2,078+55.7% |
| Participant deferral / active EE | $13,272 | $3,688+259.8% | $3,852+244.6% | $3,356+295.5% |
| Admin fee / account holder | $25 | $116-78.8% | $6,675-99.6% | $115-78.7% |