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 | $3,481 |
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 | $95,147 | $65,118+46.1% | $76,768+23.9% | $55,725+70.7% |
| Participation rate | 89.6% | 79.6%+10.0pp | 77.0%+12.6pp | 70.9%+18.7pp |
| Annual return | -2.65% | -1.27%-1.4pp | 2.43%-5.1pp | 244.93%-247.6pp |
| Employer contribution / active EE | $1,741 | $1,941-10.3% | $2,485-29.9% | $2,078-16.2% |
| Participant deferral / active EE | $4,605 | $3,688+24.9% | $3,852+19.6% | $3,356+37.2% |
| Admin fee / account holder | $9 | $116-92.0% | $6,675-99.9% | $115-91.9% |