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 | $994 |
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 | $115,729 | $63,299+82.8% | $91,001+27.2% | $62,292+85.8% |
| Participation rate | 96.4% | 73.3%+23.1pp | 75.6%+20.8pp | 69.5%+26.9pp |
| Annual return | 29.71% | 20.99%+8.7pp | 4.60%+25.1pp | 28.90%+0.8pp |
| Employer contribution / active EE | $2,498 | $1,807+38.2% | $2,456+1.7% | $2,042+22.3% |
| Participant deferral / active EE | $11,746 | $2,943+299.2% | $3,547+231.1% | $3,169+270.6% |
| Admin fee / account holder | $8 | $468-98.2% | $5,417-99.8% | $479-98.3% |