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 | $6,975 |
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 | $59,679 | $69,159-13.7% | $125,175-52.3% | $67,579-11.7% |
| Participation rate | 96.1% | 78.2%+17.9pp | 79.8%+16.3pp | 71.3%+24.8pp |
| Annual return | 22.30% | 27.12%-4.8pp | 43.79%-21.5pp | 378.56%-356.3pp |
| Employer contribution / active EE | $2,535 | $2,023+25.3% | $3,865-34.4% | $2,148+18.0% |
| Participant deferral / active EE | $3,118 | $3,700-15.7% | $4,937-36.8% | $3,539-11.9% |
| Admin fee / account holder | $17 | $142-88.0% | $9,702-99.8% | $142-88.0% |