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 | $269 |
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 | $172,644 | $55,453+211.3% | $170,442+1.3% | $62,292+177.2% |
| Participation rate | 94.7% | 66.4%+28.3pp | 83.6%+11.1pp | 69.5%+25.1pp |
| Annual return | 32.09% | 21.38%+10.7pp | 205.93%-173.8pp | 28.90%+3.2pp |
| Employer contribution / active EE | $18,564 | $2,164+758.0% | $5,433+241.7% | $2,042+809.0% |
| Participant deferral / active EE | $16,786 | $2,303+628.9% | $4,939+239.8% | $3,169+429.7% |
| Admin fee / account holder | $2 | $455-99.6% | $13,880-100.0% | $479-99.6% |