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 | $491 |
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 | $43,130 | $65,061-33.7% | $143,757-70.0% | $66,914-35.5% |
| Participation rate | 89.0% | 65.2%+23.9pp | 80.3%+8.7pp | 69.8%+19.2pp |
| Annual return | -17.82% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,657 | $2,361+12.5% | $4,951-46.3% | $2,544+4.4% |
| Participant deferral / active EE | $3,254 | $2,919+11.5% | $5,637-42.3% | $4,237-23.2% |
| Admin fee / account holder | $6 | $502-98.9% | $14,673-100.0% | $593-99.1% |