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 | $4,250 |
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 | $30,248 | $46,173-34.5% | $170,442-82.3% | $69,631-56.6% |
| Participation rate | 94.4% | 63.9%+30.5pp | 83.6%+10.8pp | 70.7%+23.7pp |
| Annual return | 33.22% | 21.62%+11.6pp | 205.93%-172.7pp | 27571.02%-27537.8pp |
| Employer contribution / active EE | $2,533 | $1,610+57.3% | $5,433-53.4% | $2,032+24.6% |
| Participant deferral / active EE | $8,059 | $2,080+287.4% | $4,939+63.2% | $3,224+150.0% |
| Admin fee / account holder | $4 | $116-96.5% | $13,880-100.0% | $110-96.3% |