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 | $4,631 |
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 | $74,667 | $47,448+57.4% | $94,993-21.4% | $62,292+19.9% |
| Participation rate | 84.2% | 66.5%+17.7pp | 73.9%+10.4pp | 69.5%+14.7pp |
| Annual return | 15.94% | 22.64%-6.7pp | 27.12%-11.2pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,564 | $1,300+20.3% | $2,603-39.9% | $2,042-23.4% |
| Participant deferral / active EE | $5,780 | $2,375+143.4% | $3,317+74.3% | $3,169+82.4% |
| Admin fee / account holder | $12 | $434-97.3% | $4,960-99.8% | $479-97.5% |