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 | $3,225 |
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 | $37,272 | $155,795-76.1% | $136,294-72.7% | $69,631-46.5% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.9pp | 70.7%+23.1pp |
| Annual return | 70.90% | 232464.33%-232393.4pp | 5155.94%-5085.0pp | 27571.02%-27500.1pp |
| Employer contribution / active EE | $4,402 | $2,991+47.2% | $4,695-6.2% | $2,032+116.6% |
| Participant deferral / active EE | $9,101 | $5,394+68.7% | $6,247+45.7% | $3,224+182.3% |
| Admin fee / account holder | $3 | $128-97.4% | $9,243-100.0% | $110-97.0% |