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 9-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 | $1,000 |
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 | $83,105 | $86,332-3.7% | $125,175-33.6% | $65,185+27.5% |
| Participation rate | 71.8% | 75.3%-3.5pp | 79.8%-8.0pp | 70.2%+1.6pp |
| Annual return | 19.88% | 27.43%-7.5pp | 43.79%-23.9pp | 29.38%-9.5pp |
| Employer contribution / active EE | $615 | $2,040-69.8% | $3,865-84.1% | $2,177-71.7% |
| Participant deferral / active EE | $4,328 | $3,537+22.3% | $4,937-12.3% | $3,514+23.2% |
| Admin fee / account holder | $9 | $609-98.6% | $9,702-99.9% | $847-99.0% |