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 | $47,753 |
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 | $24,418 | $65,292-62.6% | $71,671-65.9% | $77,958-68.7% |
| Participation rate | 73.9% | 67.4%+6.5pp | 68.7%+5.2pp | 71.6%+2.3pp |
| Annual return | 14.18% | 21.25%-7.1pp | 20.65%-6.5pp | 20.87%-6.7pp |
| Employer contribution / active EE | $699 | $2,085-66.5% | $2,460-71.6% | $2,310-69.7% |
| Participant deferral / active EE | $2,129 | $3,008-29.2% | $3,438-38.1% | $3,537-39.8% |
| Admin fee / account holder | $54 | $84-36.6% | $5,558-99.0% | $97-45.0% |