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 | -$11,187 |
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 | $130,877 | $85,135+53.7% | $98,907+32.3% | $73,409+78.3% |
| Participation rate | 89.4% | 81.1%+8.3pp | 76.0%+13.4pp | 72.2%+17.3pp |
| Annual return | 5.25% | 19.14%-13.9pp | 196.43%-191.2pp | 59.29%-54.0pp |
| Employer contribution / active EE | $8,294 | $2,721+204.8% | $2,689+208.4% | $2,234+271.3% |
| Participant deferral / active EE | $11,901 | $4,349+173.6% | $4,244+180.4% | $3,805+212.7% |
| Admin fee / account holder | -$8 | $139-105.9% | $6,642-100.1% | $158-105.2% |