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 | $2,344 |
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 | $130,787 | $185,342-29.4% | $111,297+17.5% | $86,799+50.7% |
| Participation rate | 91.7% | 81.0%+10.8pp | 77.3%+14.4pp | 72.3%+19.4pp |
| Annual return | 15.83% | 500.80%-485.0pp | 54.65%-38.8pp | 97.91%-82.1pp |
| Employer contribution / active EE | $2,003 | $2,246-10.8% | $2,731-26.7% | $2,405-16.7% |
| Participant deferral / active EE | $5,349 | $4,458+20.0% | $4,487+19.2% | $4,131+29.5% |
| Admin fee / account holder | $6 | $255-97.6% | $7,964-99.9% | $170-96.4% |