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 | $10,058 |
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 | $41,523 | $80,177-48.2% | $123,892-66.5% | $57,658-28.0% |
| Participation rate | 91.9% | 74.4%+17.4pp | 81.4%+10.4pp | 70.2%+21.6pp |
| Annual return | 19.48% | 17.90%+1.6pp | 47.52%-28.0pp | 5.13%+14.3pp |
| Employer contribution / active EE | $2,445 | $2,913-16.0% | $4,617-47.0% | $1,974+23.9% |
| Participant deferral / active EE | $8,191 | $5,130+59.7% | $5,984+36.9% | $3,061+167.6% |
| Admin fee / account holder | $23 | $106-78.2% | $8,357-99.7% | $95-75.5% |