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 | -$1,861 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,200 | $45,382-18.0% | $154,107-75.9% | $75,289-50.6% |
| Participation rate | 93.1% | 65.9%+27.2pp | 83.0%+10.1pp | 72.4%+20.7pp |
| Annual return | -3.53% | -0.47%-3.1pp | 735.12%-738.7pp | -0.04%-3.5pp |
| Employer contribution / active EE | $2,122 | $1,533+38.5% | $5,298-59.9% | $2,405-11.8% |
| Participant deferral / active EE | $2,409 | $2,384+1.1% | $5,081-52.6% | $3,739-35.6% |
| Admin fee / account holder | -$1 | $89-101.0% | $13,411-100.0% | $102-100.9% |