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 | $43,307 |
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 | $54,142 | $88,730-39.0% | $82,313-34.2% | $77,958-30.5% |
| Participation rate | 99.5% | 84.5%+15.0pp | 76.9%+22.6pp | 71.6%+27.9pp |
| Annual return | 65.03% | 20.88%+44.1pp | 25.88%+39.2pp | 20.87%+44.2pp |
| Employer contribution / active EE | $4,425 | $2,758+60.4% | $2,428+82.2% | $2,310+91.5% |
| Participant deferral / active EE | $6,006 | $4,634+29.6% | $3,706+62.1% | $3,537+69.8% |
| Admin fee / account holder | $36 | $74-51.7% | $5,608-99.4% | $97-63.3% |