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 | $13,675 |
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 | $30,233 | $37,213-18.8% | $156,549-80.7% | $63,975-52.7% |
| Participation rate | 89.4% | 65.0%+24.4pp | 84.0%+5.4pp | 71.1%+18.2pp |
| Annual return | 8.87% | 47.89%-39.0pp | 32.23%-23.4pp | 48.65%-39.8pp |
| Employer contribution / active EE | $1,478 | $1,357+8.9% | $5,501-73.1% | $2,182-32.2% |
| Participant deferral / active EE | $2,183 | $2,070+5.4% | $4,871-55.2% | $3,356-35.0% |
| Admin fee / account holder | $9 | $56-83.4% | $13,027-99.9% | $70-86.8% |