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 | $4,194 |
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 | $17,540 | $36,916-52.5% | $156,549-88.8% | $57,658-69.6% |
| Participation rate | 92.6% | 63.4%+29.2pp | 84.0%+8.6pp | 70.2%+22.4pp |
| Annual return | 25.60% | 12.38%+13.2pp | 32.23%-6.6pp | 5.13%+20.5pp |
| Employer contribution / active EE | $2,471 | $1,571+57.3% | $5,501-55.1% | $1,974+25.2% |
| Participant deferral / active EE | $7,598 | $1,926+294.6% | $4,871+56.0% | $3,061+148.3% |
| Admin fee / account holder | $4 | $82-95.1% | $13,027-100.0% | $95-95.7% |