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 | $42,769 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,496 | $96,403-10.3% | $93,606-7.6% | $77,787+11.2% |
| Participation rate | 91.0% | 87.6%+3.4pp | 75.8%+15.2pp | 73.2%+17.8pp |
| Annual return | 19.18% | 39.36%-20.2pp | 32.76%-13.6pp | 32.57%-13.4pp |
| Employer contribution / active EE | $2,235 | $3,616-38.2% | $2,718-17.8% | $2,504-10.7% |
| Participant deferral / active EE | $5,008 | $5,341-6.2% | $4,069+23.1% | $3,967+26.2% |
| Admin fee / account holder | $25 | $90-71.7% | $7,888-99.7% | $100-74.6% |