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 | -$27,945 |
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 | $79,750 | $75,284+5.9% | $91,001-12.4% | $69,631+14.5% |
| Participation rate | 97.9% | 80.4%+17.5pp | 75.6%+22.3pp | 70.7%+27.2pp |
| Annual return | 20.21% | 48.40%-28.2pp | 4.60%+15.6pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $4,133 | $2,473+67.1% | $2,456+68.3% | $2,032+103.4% |
| Participant deferral / active EE | $4,874 | $3,700+31.7% | $3,547+37.4% | $3,224+51.2% |
| Admin fee / account holder | -$41 | $111-137.1% | $5,417-100.8% | $110-137.2% |