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 | $329,810 |
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 | $67,764 | $70,106-3.3% | $80,975-16.3% | $63,975+5.9% |
| Participation rate | 93.3% | 79.4%+13.9pp | 75.8%+17.5pp | 71.1%+22.2pp |
| Annual return | 9.08% | 13.93%-4.8pp | 17.10%-8.0pp | 48.65%-39.6pp |
| Employer contribution / active EE | $2,547 | $2,042+24.7% | $3,714-31.4% | $2,182+16.7% |
| Participant deferral / active EE | $6,292 | $5,245+20.0% | $5,696+10.5% | $3,356+87.5% |
| Admin fee / account holder | $56 | $57-2.1% | $5,516-99.0% | $70-20.7% |