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 | $26,238 |
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 | $52,286 | $127,481-59.0% | $149,696-65.1% | $90,288-42.1% |
| Participation rate | 85.3% | 78.2%+7.1pp | 82.5%+2.8pp | 73.4%+12.0pp |
| Annual return | 34.20% | 57.78%-23.6pp | 276.60%-242.4pp | 53.97%-19.8pp |
| Employer contribution / active EE | $4,227 | $3,448+22.6% | $4,644-9.0% | $2,524+67.5% |
| Participant deferral / active EE | $9,380 | $6,975+34.5% | $6,842+37.1% | $4,232+121.6% |
| Admin fee / account holder | $22 | $152-85.3% | $9,309-99.8% | $114-80.5% |