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 | $17,017 |
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 | $29,592 | $45,382-34.8% | $154,107-80.8% | $75,289-60.7% |
| Participation rate | 92.3% | 65.9%+26.4pp | 83.0%+9.3pp | 72.4%+19.9pp |
| Annual return | -5.79% | -0.47%-5.3pp | 735.12%-740.9pp | -0.04%-5.8pp |
| Employer contribution / active EE | $1,461 | $1,533-4.7% | $5,298-72.4% | $2,405-39.2% |
| Participant deferral / active EE | $2,388 | $2,384+0.2% | $5,081-53.0% | $3,739-36.1% |
| Admin fee / account holder | $9 | $89-90.0% | $13,411-99.9% | $102-91.2% |