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 | $68,299 |
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 | $136,801 | $58,644+133.3% | $177,989-23.1% | $199,593-31.5% |
| Participation rate | 95.6% | 65.5%+30.2pp | 77.1%+18.5pp | 72.0%+23.7pp |
| Annual return | 17.82% | 19.25%-1.4pp | 294.48%-276.7pp | 34.25%-16.4pp |
| Employer contribution / active EE | $5,471 | $1,801+203.7% | $3,949+38.5% | $3,034+80.3% |
| Participant deferral / active EE | $12,875 | $4,248+203.1% | $6,276+105.1% | $5,087+153.1% |
| Admin fee / account holder | $30 | $145-79.5% | $10,363-99.7% | $269-88.9% |