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 6-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 | $423,488 |
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 | $110,671 | $182,927-39.5% | $200,582-44.8% | $117,739-6.0% |
| Participation rate | 94.5% | 92.5%+2.1pp | 86.9%+7.6pp | 76.6%+17.9pp |
| Annual return | 28.22% | 15.76%+12.5pp | 42.33%-14.1pp | 17.29%+10.9pp |
| Employer contribution / active EE | $3,377 | $5,985-43.6% | $6,419-47.4% | $3,746-9.8% |
| Participant deferral / active EE | $6,879 | $9,711-29.2% | $9,331-26.3% | $6,128+12.3% |
| Admin fee / account holder | $58 | $95-39.0% | $16,305-99.6% | $112-48.3% |