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 | $7,188 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,078 | $59,186-54.2% | $76,768-64.7% | $56,287-51.9% |
| Participation rate | 71.8% | 75.2%-3.4pp | 77.0%-5.1pp | 69.9%+2.0pp |
| Annual return | 8.17% | 6.62%+1.6pp | 2.43%+5.7pp | -9.96%+18.1pp |
| Employer contribution / active EE | $927 | $1,759-47.3% | $2,485-62.7% | $2,111-56.1% |
| Participant deferral / active EE | $2,799 | $3,255-14.0% | $3,852-27.3% | $3,350-16.5% |
| Admin fee / account holder | $61 | $489-87.6% | $6,675-99.1% | $521-88.4% |