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 | -$7,884 |
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 | $64,749 | $80,177-19.2% | $123,892-47.7% | $57,658+12.3% |
| Participation rate | 90.3% | 74.4%+15.9pp | 81.4%+8.9pp | 70.2%+20.1pp |
| Annual return | 16.23% | 17.90%-1.7pp | 47.52%-31.3pp | 5.13%+11.1pp |
| Employer contribution / active EE | $4,483 | $2,913+53.9% | $4,617-2.9% | $1,974+127.2% |
| Participant deferral / active EE | $14,384 | $5,130+180.4% | $5,984+140.4% | $3,061+370.0% |
| Admin fee / account holder | $4 | $106-96.2% | $8,357-100.0% | $95-95.8% |