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 | $23,849 |
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 | $82,620 | $111,608-26.0% | $177,821-53.5% | $73,409+12.5% |
| Participation rate | 96.4% | 87.9%+8.5pp | 87.7%+8.7pp | 72.2%+24.2pp |
| Annual return | 20.33% | 18.23%+2.1pp | 48.32%-28.0pp | 59.29%-39.0pp |
| Employer contribution / active EE | $6,891 | $3,796+81.5% | $5,918+16.4% | $2,234+208.5% |
| Participant deferral / active EE | $10,787 | $6,199+74.0% | $7,714+39.8% | $3,805+183.5% |
| Admin fee / account holder | $39 | $166-76.5% | $12,427-99.7% | $158-75.4% |