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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY1+ years Filed as: FIRST MERCANTILE TRUST Service code 12 · EIN 62-0951563 | Participant loan processing; Trustee ... | $38,013 |
SUNDVOLD FINANCIAL1+ years Service code 16 · EIN 43-1823054 | Consulting | $17,947 |
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 | $36,155 | $70,667-48.8% | $123,104-70.6% | $52,331-30.9% |
| Participation rate | 78.9% | 83.7%-4.8pp | 86.8%-7.9pp | 68.1%+10.8pp |
| Annual return | 4.74% | 6.23%-1.5pp | 13.22%-8.5pp | 4.54%+0.2pp |
| Employer contribution / active EE | $2,033 | $2,946-31.0% | $5,151-60.5% | $1,882+8.0% |
| Participant deferral / active EE | $3,971 | $4,493-11.6% | $6,230-36.3% | $3,022+31.4% |
| Admin fee / account holder | $14 | $506-97.2% | $9,015-99.8% | $592-97.6% |