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 | $93,786 |
THOMAS WIRIG DOLL2+ years Service code 27 · EIN 20-8807792 | Advisory (Plan) | $55,717 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,658 | $44,989-34.1% | $170,442-82.6% | $77,958-62.0% |
| Participation rate | 92.7% | 64.6%+28.1pp | 83.6%+9.1pp | 71.6%+21.0pp |
| Annual return | 22.07% | 19.61%+2.5pp | 205.93%-183.9pp | 20.87%+1.2pp |
| Employer contribution / active EE | $2,955 | $1,466+101.5% | $5,433-45.6% | $2,310+27.9% |
| Participant deferral / active EE | $2,880 | $2,208+30.4% | $4,939-41.7% | $3,537-18.6% |
| Admin fee / account holder | $102 | $69+47.9% | $13,880-99.3% | $97+4.8% |