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 | $178,526 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $138,690 | $96,403+43.9% | $93,606+48.2% | $77,787+78.3% |
| Participation rate | 99.6% | 87.6%+12.0pp | 75.8%+23.8pp | 73.2%+26.4pp |
| Annual return | 11.83% | 39.36%-27.5pp | 32.76%-20.9pp | 32.57%-20.7pp |
| Employer contribution / active EE | $3,616 | $3,6160% | $2,718+33.0% | $2,504+44.4% |
| Participant deferral / active EE | $8,625 | $5,341+61.5% | $4,069+112.0% | $3,967+117.4% |
| Admin fee / account holder | $96 | $90+7.3% | $7,888-98.8% | $100-4.0% |