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 | $2,788 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,847 | $72,254+42.3% | $86,677+18.7% | $64,808+58.7% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.6%+15.8pp | 71.5%+20.9pp |
| Annual return | -18.40% | 392.42%-410.8pp | 35.91%-54.3pp | 32.82%-51.2pp |
| Employer contribution / active EE | $2,035 | $2,393-15.0% | $2,836-28.3% | $2,506-18.8% |
| Participant deferral / active EE | $5,508 | $4,658+18.2% | $4,656+18.3% | $4,310+27.8% |
| Admin fee / account holder | $7 | $174-96.0% | $7,493-99.9% | $188-96.3% |