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 | $101,260 |
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 | $32,486 | $64,311-49.5% | $110,238-70.5% | $75,289-56.9% |
| Participation rate | 96.4% | 79.3%+17.1pp | 79.8%+16.6pp | 72.4%+24.0pp |
| Annual return | -4.68% | -1.74%-2.9pp | 314.74%-319.4pp | -0.04%-4.6pp |
| Employer contribution / active EE | $1,230 | $2,404-48.8% | $3,826-67.9% | $2,405-48.9% |
| Participant deferral / active EE | $3,146 | $3,892-19.2% | $4,672-32.7% | $3,739-15.9% |
| Admin fee / account holder | $68 | $88-22.1% | $8,547-99.2% | $102-33.3% |