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 | $7,324 |
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 | $59,981 | $89,652-33.1% | $141,162-57.5% | $65,185-8.0% |
| Participation rate | 79.5% | 74.7%+4.8pp | 82.5%-3.0pp | 70.2%+9.3pp |
| Annual return | 30.27% | 32.79%-2.5pp | 71.39%-41.1pp | 29.38%+0.9pp |
| Employer contribution / active EE | $3,526 | $3,065+15.1% | $4,735-25.5% | $2,177+62.0% |
| Participant deferral / active EE | $8,601 | $5,691+51.1% | $6,709+28.2% | $3,514+144.8% |
| Admin fee / account holder | $50 | $569-91.2% | $10,261-99.5% | $847-94.1% |