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 | $6,235 |
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 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 | $33,797 | $66,302-49.0% | $110,238-69.3% | $56,287-40.0% |
| Participation rate | 86.8% | 74.9%+11.9pp | 79.8%+7.0pp | 69.9%+17.0pp |
| Annual return | -9.56% | -1.18%-8.4pp | 314.74%-324.3pp | -9.96%+0.4pp |
| Employer contribution / active EE | $1,522 | $2,047-25.6% | $3,826-60.2% | $2,111-27.9% |
| Participant deferral / active EE | $4,989 | $3,381+47.6% | $4,672+6.8% | $3,350+49.0% |
| Admin fee / account holder | $39 | $698-94.4% | $8,547-99.5% | $521-92.5% |