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 | $2,856 |
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 | $35,782 | $101,523-64.8% | $141,162-74.7% | $77,787-54.0% |
| Participation rate | 91.5% | 77.4%+14.1pp | 82.5%+9.0pp | 73.2%+18.2pp |
| Annual return | 76.72% | 56.22%+20.5pp | 71.39%+5.3pp | 32.57%+44.1pp |
| Employer contribution / active EE | $1,716 | $3,341-48.6% | $4,735-63.8% | $2,504-31.5% |
| Participant deferral / active EE | $11,218 | $6,434+74.4% | $6,709+67.2% | $3,967+182.8% |
| Admin fee / account holder | $1 | $92-98.4% | $10,261-100.0% | $100-98.6% |