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 | $471 |
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 | $52,371 | $61,156-14.4% | $185,823-71.8% | $79,386-34.0% |
| Participation rate | 80.6% | 66.6%+14.0pp | 81.7%-1.1pp | 70.7%+9.9pp |
| Annual return | 14.50% | 19.45%-4.9pp | 122.05%-107.5pp | 116.85%-102.3pp |
| Employer contribution / active EE | $2,405 | $2,321+3.6% | $5,167-53.5% | $2,427-0.9% |
| Participant deferral / active EE | $2,998 | $2,789+7.5% | $5,568-46.1% | $4,046-25.9% |
| Admin fee / account holder | $4 | $710-99.4% | $16,237-100.0% | $626-99.4% |