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 | $4,463 |
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 | $71,524 | $107,378-33.4% | $108,579-34.1% | $57,658+24.0% |
| Participation rate | 91.7% | 77.1%+14.6pp | 79.6%+12.1pp | 70.2%+21.5pp |
| Annual return | 7.58% | 12.80%-5.2pp | -51.70%+59.3pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,791 | $1,782+0.5% | $3,758-52.3% | $1,974-9.2% |
| Participant deferral / active EE | $5,090 | $3,221+58.1% | $4,311+18.1% | $3,061+66.3% |
| Admin fee / account holder | $9 | $108-91.4% | $7,645-99.9% | $95-90.1% |