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 35-0145825 | Loan Processing | $25,548 |
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 | $104,934 | $55,214+90.0% | $104,607+0.3% | $73,488+42.8% |
| Participation rate | 75.5% | 67.8%+7.6pp | 74.1%+1.4pp | 70.7%+4.8pp |
| Annual return | 18.33% | 24.79%-6.5pp | 340.46%-322.1pp | 28.51%-10.2pp |
| Employer contribution / active EE | $655 | $1,468-55.4% | $2,681-75.6% | $2,270-71.1% |
| Participant deferral / active EE | $2,710 | $2,925-7.3% | $3,740-27.5% | $3,740-27.5% |
| Admin fee / account holder | $1 | $424-99.7% | $6,473-100.0% | $513-99.8% |