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 | $72,032 |
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 | $58,098 | $75,284-22.8% | $91,001-36.2% | $69,631-16.6% |
| Participation rate | 98.3% | 80.4%+18.0pp | 75.6%+22.7pp | 70.7%+27.7pp |
| Annual return | 20.74% | 48.40%-27.7pp | 4.60%+16.1pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $5,011 | $2,473+102.7% | $2,456+104.1% | $2,032+146.6% |
| Participant deferral / active EE | $8,278 | $3,700+123.7% | $3,547+133.3% | $3,224+156.8% |
| Admin fee / account holder | $81 | $111-27.0% | $5,417-98.5% | $110-26.9% |