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 | $30,537 |
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 | $14,591 | $40,522-64.0% | $84,611-82.8% | $67,579-78.4% |
| Participation rate | 81.0% | 51.1%+29.9pp | 68.2%+12.8pp | 71.3%+9.7pp |
| Annual return | 24.97% | 32.72%-7.8pp | 258.74%-233.8pp | 378.56%-353.6pp |
| Employer contribution / active EE | $390 | $1,146-66.0% | $2,652-85.3% | $2,148-81.8% |
| Participant deferral / active EE | $2,217 | $2,132+4.0% | $3,899-43.1% | $3,539-37.4% |
| Admin fee / account holder | $98 | $145-32.4% | $4,912-98.0% | $142-30.9% |