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 | $25,950 |
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 | $105,386 | $80,211+31.4% | $74,183+42.1% | $63,975+64.7% |
| Participation rate | 97.5% | 84.2%+13.3pp | 76.6%+20.9pp | 71.1%+26.4pp |
| Annual return | 7.03% | 14.13%-7.1pp | 17.74%-10.7pp | 48.65%-41.6pp |
| Employer contribution / active EE | $2,603 | $2,553+1.9% | $2,370+9.8% | $2,182+19.3% |
| Participant deferral / active EE | $4,597 | $4,370+5.2% | $3,550+29.5% | $3,356+37.0% |
| Admin fee / account holder | $9 | $67-86.9% | $5,586-99.8% | $70-87.5% |