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 | -$17,866 |
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 | $69,482 | $100,801-31.1% | $149,696-53.6% | $73,409-5.3% |
| Participation rate | 95.8% | 77.7%+18.2pp | 82.5%+13.4pp | 72.2%+23.7pp |
| Annual return | 23.46% | 265.34%-241.9pp | 276.60%-253.1pp | 59.29%-35.8pp |
| Employer contribution / active EE | $2,736 | $3,312-17.4% | $4,644-41.1% | $2,234+22.5% |
| Participant deferral / active EE | $9,509 | $6,404+48.5% | $6,842+39.0% | $3,805+149.9% |
| Admin fee / account holder | -$24 | $181-113.2% | $9,309-100.3% | $158-115.1% |