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 | $812,235 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $93,487 | $68,904+35.7% | $83,333+12.2% | $68,904+35.7% |
| Participation rate | 88.6% | 74.1%+14.5pp | 77.8%+10.8pp | 74.1%+14.5pp |
| Annual return | -3.90% | 1.07%-5.0pp | 10.63%-14.5pp | 1.07%-5.0pp |
| Employer contribution / active EE | $2,613 | $2,540+2.9% | $3,379-22.7% | $2,540+2.9% |
| Participant deferral / active EE | $6,897 | $4,015+71.8% | $5,565+23.9% | $4,015+71.8% |
| Admin fee / account holder | $63 | $71-11.4% | $7,510-99.2% | $71-11.4% |