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 | $4,625 |
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 | $41,080 | $75,388-45.5% | $123,544-66.7% | $55,725-26.3% |
| Participation rate | 94.4% | 75.7%+18.7pp | 82.3%+12.1pp | 70.9%+23.6pp |
| Annual return | -4.64% | 4.48%-9.1pp | 119.20%-123.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $5,747 | $3,063+87.6% | $4,628+24.2% | $2,078+176.6% |
| Participant deferral / active EE | $10,990 | $5,651+94.5% | $6,426+71.0% | $3,356+227.5% |
| Admin fee / account holder | $4 | $120-96.3% | $9,284-100.0% | $115-96.2% |