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 | $44,778 |
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 | $169,240 | $82,202+105.9% | $125,339+35.0% | $64,808+161.1% |
| Participation rate | 92.6% | 77.9%+14.7pp | 82.4%+10.2pp | 71.5%+21.2pp |
| Annual return | -8.93% | 3.48%-12.4pp | 572.05%-581.0pp | 32.82%-41.8pp |
| Employer contribution / active EE | $7,161 | $3,615+98.1% | $4,814+48.8% | $2,506+185.8% |
| Participant deferral / active EE | $9,944 | $7,175+38.6% | $7,446+33.5% | $4,310+130.7% |
| Admin fee / account holder | $77 | $163-52.7% | $10,010-99.2% | $188-58.9% |