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 | $102,799 |
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 | $195,857 | $79,519+146.3% | $95,952+104.1% | $73,409+166.8% |
| Participation rate | 91.6% | 81.2%+10.5pp | 77.1%+14.6pp | 72.2%+19.5pp |
| Annual return | 15.86% | 19.20%-3.3pp | 91.61%-75.8pp | 59.29%-43.4pp |
| Employer contribution / active EE | $3,427 | $2,048+67.4% | $2,541+34.9% | $2,234+53.4% |
| Participant deferral / active EE | $13,020 | $4,138+214.6% | $4,167+212.5% | $3,805+242.1% |
| Admin fee / account holder | $80 | $184-56.4% | $6,795-98.8% | $158-49.1% |