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 | $33,431 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,677 | $136,266-42.3% | $90,749-13.3% | $77,904+1.0% |
| Participation rate | 96.1% | 86.6%+9.5pp | 75.7%+20.5pp | 73.7%+22.5pp |
| Annual return | -15.28% | -11.32%-4.0pp | -12.16%-3.1pp | 12.21%-27.5pp |
| Employer contribution / active EE | $2,730 | $4,215-35.2% | $2,921-6.6% | $2,848-4.1% |
| Participant deferral / active EE | $6,391 | $6,353+0.6% | $4,564+40.0% | $4,806+33.0% |
| Admin fee / account holder | $20 | $399-95.1% | $8,445-99.8% | $133-85.2% |