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 | $68,619 |
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 | $56,796 | $76,173-25.4% | $81,382-30.2% | $199,593-71.5% |
| Participation rate | 82.7% | 76.3%+6.5pp | 69.5%+13.2pp | 72.0%+10.7pp |
| Annual return | 14.41% | 15.59%-1.2pp | 24.73%-10.3pp | 34.25%-19.8pp |
| Employer contribution / active EE | $833 | $2,792-70.2% | $2,463-66.2% | $3,034-72.6% |
| Participant deferral / active EE | $2,683 | $4,201-36.1% | $3,883-30.9% | $5,087-47.3% |
| Admin fee / account holder | $20 | $146-86.3% | $5,768-99.7% | $269-92.6% |