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 | $1,327 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,109 | $65,118+10.7% | $76,768-6.1% | $55,725+29.4% |
| Participation rate | 86.8% | 79.6%+7.2pp | 77.0%+9.8pp | 70.9%+15.9pp |
| Annual return | -1.81% | -1.27%-0.5pp | 2.43%-4.2pp | 244.93%-246.7pp |
| Employer contribution / active EE | $4,786 | $1,941+146.6% | $2,485+92.6% | $2,078+130.3% |
| Participant deferral / active EE | $14,764 | $3,688+300.3% | $3,852+283.3% | $3,356+340.0% |
| Admin fee / account holder | $3 | $116-97.2% | $6,675-100.0% | $115-97.1% |