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 | $560 |
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 | $31,204 | $47,977-35.0% | $154,107-79.8% | $56,287-44.6% |
| Participation rate | 84.1% | 66.2%+17.9pp | 83.0%+1.1pp | 69.9%+14.2pp |
| Annual return | -6.87% | 3.54%-10.4pp | 735.12%-742.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,920 | $2,169-11.5% | $5,298-63.8% | $2,111-9.1% |
| Participant deferral / active EE | $2,101 | $2,392-12.2% | $5,081-58.6% | $3,350-37.3% |
| Admin fee / account holder | $2 | $438-99.6% | $13,411-100.0% | $521-99.7% |