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 | $712,153 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,077 | $83,595+26.9% | $86,436+22.7% | $78,044+35.9% |
| Participation rate | 92.4% | 81.9%+10.6pp | 80.3%+12.1pp | 74.4%+18.0pp |
| Annual return | -15.72% | -10.64%-5.1pp | 4394.89%-4410.6pp | 10.87%-26.6pp |
| Employer contribution / active EE | $3,226 | $3,111+3.7% | $3,769-14.4% | $3,125+3.2% |
| Participant deferral / active EE | $8,535 | $6,427+32.8% | $6,952+22.8% | $5,084+67.9% |
| Admin fee / account holder | $56 | $82-32.0% | $6,731-99.2% | $79-28.9% |