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 | $34,850 |
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 | $91,304 | $104,631-12.7% | $98,439-7.2% | $80,160+13.9% |
| Participation rate | 95.3% | 87.5%+7.8pp | 75.2%+20.2pp | 72.9%+22.4pp |
| Annual return | 17.40% | 34.72%-17.3pp | 21.16%-3.8pp | 40.38%-23.0pp |
| Employer contribution / active EE | $2,736 | $4,517-39.4% | $3,048-10.2% | $2,978-8.1% |
| Participant deferral / active EE | $6,419 | $6,545-1.9% | $4,738+35.5% | $5,017+27.9% |
| Admin fee / account holder | $21 | $105-80.2% | $8,948-99.8% | $145-85.7% |