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 | $29,461 |
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 | $37,400 | $49,693-24.7% | $70,515-47.0% | $74,419-49.7% |
| Participation rate | 91.7% | 64.7%+27.1pp | 68.3%+23.4pp | 70.7%+21.0pp |
| Annual return | 24.69% | 21.22%+3.5pp | 32.77%-8.1pp | 34.38%-9.7pp |
| Employer contribution / active EE | $1,187 | $1,773-33.1% | $2,973-60.1% | $2,637-55.0% |
| Participant deferral / active EE | $6,814 | $3,376+101.9% | $4,567+49.2% | $4,528+50.5% |
| Admin fee / account holder | $51 | $316-84.0% | $6,412-99.2% | $348-85.5% |