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 | $142,633 |
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 | $106,108 | $82,279+29.0% | $77,999+36.0% | $63,975+65.9% |
| Participation rate | 97.4% | 84.7%+12.7pp | 75.5%+21.9pp | 71.1%+26.3pp |
| Annual return | 7.14% | 11.20%-4.1pp | 425.96%-418.8pp | 48.65%-41.5pp |
| Employer contribution / active EE | $3,603 | $3,297+9.3% | $2,470+45.9% | $2,182+65.1% |
| Participant deferral / active EE | $6,738 | $4,538+48.5% | $3,497+92.7% | $3,356+100.8% |
| Admin fee / account holder | $66 | $81-19.4% | $5,480-98.8% | $70-6.9% |