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 | $1,350 |
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 | $126,838 | $89,739+41.3% | $149,718-15.3% | $62,292+103.6% |
| Participation rate | 95.1% | 85.1%+10.0pp | 87.1%+8.0pp | 69.5%+25.6pp |
| Annual return | 17.63% | 21.01%-3.4pp | 1501.63%-1484.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $2,598 | $3,233-19.6% | $5,445-52.3% | $2,042+27.2% |
| Participant deferral / active EE | $8,491 | $4,797+77.0% | $6,569+29.3% | $3,169+167.9% |
| Admin fee / account holder | $7 | $551-98.8% | $11,283-99.9% | $479-98.6% |