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 | $6,331 |
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 | $68,783 | $62,267+10.5% | $110,238-37.6% | $55,725+23.4% |
| Participation rate | 94.0% | 78.1%+15.9pp | 79.8%+14.2pp | 70.9%+23.1pp |
| Annual return | -4.35% | -1.07%-3.3pp | 314.74%-319.1pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,536 | $1,941-20.9% | $3,826-59.8% | $2,078-26.1% |
| Participant deferral / active EE | $5,680 | $3,516+61.5% | $4,672+21.6% | $3,356+69.3% |
| Admin fee / account holder | $12 | $121-90.1% | $8,547-99.9% | $115-89.6% |