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 | $5,221 |
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 | $66,400 | $100,801-34.1% | $149,696-55.6% | $73,409-9.5% |
| Participation rate | 97.5% | 77.7%+19.8pp | 82.5%+15.0pp | 72.2%+25.3pp |
| Annual return | 21.83% | 265.34%-243.5pp | 276.60%-254.8pp | 59.29%-37.5pp |
| Employer contribution / active EE | $5,878 | $3,312+77.5% | $4,644+26.6% | $2,234+163.2% |
| Participant deferral / active EE | $11,934 | $6,404+86.3% | $6,842+74.4% | $3,805+213.6% |
| Admin fee / account holder | $4 | $181-97.5% | $9,309-100.0% | $158-97.2% |