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 | $204,519 |
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 | $203,467 | $80,354+153.2% | $133,980+51.9% | $63,975+218.0% |
| Participation rate | 94.3% | 87.5%+6.8pp | 87.1%+7.2pp | 71.1%+23.1pp |
| Annual return | 8.65% | 13.11%-4.5pp | 29.30%-20.6pp | 48.65%-40.0pp |
| Employer contribution / active EE | $7,140 | $3,503+103.8% | $5,211+37.0% | $2,182+227.3% |
| Participant deferral / active EE | $10,323 | $5,239+97.1% | $6,282+64.3% | $3,356+207.5% |
| Admin fee / account holder | $89 | $69+28.1% | $9,324-99.0% | $70+26.1% |