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 | $56,697 |
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 | $66,736 | $72,066-7.4% | $81,930-18.5% | $90,288-26.1% |
| Participation rate | 75.3% | 78.9%-3.6pp | 72.0%+3.3pp | 73.4%+1.9pp |
| Annual return | 15.01% | 15.92%-0.9pp | 29.49%-14.5pp | 53.97%-39.0pp |
| Employer contribution / active EE | $670 | $2,335-71.3% | $4,310-84.4% | $2,524-73.4% |
| Participant deferral / active EE | $2,261 | $3,557-36.4% | $7,107-68.2% | $4,232-46.6% |
| Admin fee / account holder | $23 | $92-75.6% | $5,158-99.6% | $114-80.2% |