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 8-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 39-6040276 | Loan Processing | $2,008 |
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 | $34,612 | $65,041-46.8% | $90,951-61.9% | $79,858-56.7% |
| Participation rate | 88.5% | 61.6%+26.9pp | 69.0%+19.5pp | 69.6%+18.9pp |
| Annual return | 14.65% | 30.45%-15.8pp | 134.60%-120.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $952 | $1,247-23.7% | $2,122-55.1% | $2,471-61.5% |
| Participant deferral / active EE | $2,822 | $2,512+12.4% | $3,373-16.3% | $3,740-24.5% |
| Admin fee / account holder | $38 | $4,536-99.2% | $5,959-99.4% | $5,306-99.3% |