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 | $7,771 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,000 |
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 | $68,093 | $73,638-7.5% | $95,952-29.0% | $73,488-7.3% |
| Participation rate | 79.0% | 76.2%+2.9pp | 77.1%+2.0pp | 70.7%+8.4pp |
| Annual return | 19.42% | 16.78%+2.6pp | 91.61%-72.2pp | 28.51%-9.1pp |
| Employer contribution / active EE | $3,570 | $1,863+91.6% | $2,541+40.5% | $2,270+57.3% |
| Participant deferral / active EE | $7,885 | $3,617+118.0% | $4,167+89.2% | $3,740+110.9% |
| Admin fee / account holder | $143 | $482-70.4% | $6,795-97.9% | $513-72.2% |