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 | $63,808 |
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 | $67,463 | $136,853-50.7% | $130,231-48.2% | $80,160-15.8% |
| Participation rate | 72.8% | 81.6%-8.9pp | 76.3%-3.5pp | 72.9%-0.2pp |
| Annual return | 19.17% | 22.66%-3.5pp | 38.77%-19.6pp | 40.38%-21.2pp |
| Employer contribution / active EE | $2,078 | $3,395-38.8% | $4,126-49.6% | $2,978-30.2% |
| Participant deferral / active EE | $5,071 | $5,856-13.4% | $6,799-25.4% | $5,017+1.1% |
| Admin fee / account holder | $28 | $184-84.9% | $6,020-99.5% | $145-80.8% |