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 | $30,572 |
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 | $59,907 | $88,122-32.0% | $141,162-57.6% | $67,579-11.4% |
| Participation rate | 95.1% | 76.5%+18.7pp | 82.5%+12.6pp | 71.3%+23.8pp |
| Annual return | 30.38% | 75.40%-45.0pp | 71.39%-41.0pp | 378.56%-348.2pp |
| Employer contribution / active EE | $2,556 | $3,224-20.7% | $4,735-46.0% | $2,148+19.0% |
| Participant deferral / active EE | $8,770 | $5,958+47.2% | $6,709+30.7% | $3,539+147.8% |
| Admin fee / account holder | $46 | $131-64.7% | $10,261-99.5% | $142-67.5% |