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 | $105,123 |
ZOOK DINON PA6+ years Service code 10 · EIN 22-2746484 | Accounting | $13,000 |
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 | $85,811 | $127,481-32.7% | $149,696-42.7% | $90,288-5.0% |
| Participation rate | 96.9% | 78.2%+18.6pp | 82.5%+14.4pp | 73.4%+23.5pp |
| Annual return | 20.32% | 57.78%-37.5pp | 276.60%-256.3pp | 53.97%-33.6pp |
| Employer contribution / active EE | $2,752 | $3,448-20.2% | $4,644-40.7% | $2,524+9.0% |
| Participant deferral / active EE | $8,422 | $6,975+20.7% | $6,842+23.1% | $4,232+99.0% |
| Admin fee / account holder | $76 | $152-50.1% | $9,309-99.2% | $114-33.6% |