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 | $14,106 |
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 | $30,194 | $73,404-58.9% | $87,100-65.3% | $67,579-55.3% |
| Participation rate | 86.7% | 80.9%+5.8pp | 76.9%+9.8pp | 71.3%+15.4pp |
| Annual return | 22.72% | 48.29%-25.6pp | 28.19%-5.5pp | 378.56%-355.8pp |
| Employer contribution / active EE | $733 | $2,014-63.6% | $2,521-70.9% | $2,148-65.9% |
| Participant deferral / active EE | $2,539 | $3,913-35.1% | $4,049-37.3% | $3,539-28.3% |
| Admin fee / account holder | $33 | $142-76.4% | $7,497-99.6% | $142-76.6% |