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 | $4,214 |
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 | $61,606 | $59,186+4.1% | $76,768-19.8% | $56,287+9.5% |
| Participation rate | 99.6% | 75.2%+24.3pp | 77.0%+22.6pp | 69.9%+29.7pp |
| Annual return | -3.93% | 6.62%-10.5pp | 2.43%-6.4pp | -9.96%+6.0pp |
| Employer contribution / active EE | $2,115 | $1,759+20.3% | $2,485-14.9% | $2,111+0.2% |
| Participant deferral / active EE | $3,451 | $3,255+6.0% | $3,852-10.4% | $3,350+3.0% |
| Admin fee / account holder | $15 | $489-96.9% | $6,675-99.8% | $521-97.1% |