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 | $10,294 |
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 | $116,342 | $56,629+105.4% | $77,999+49.2% | $55,167+110.9% |
| Participation rate | 72.5% | 73.3%-0.8pp | 75.5%-3.0pp | 69.0%+3.5pp |
| Annual return | 5.73% | 2866.98%-2861.2pp | 425.96%-420.2pp | 169.23%-163.5pp |
| Employer contribution / active EE | $2,329 | $1,723+35.1% | $2,470-5.7% | $1,963+18.7% |
| Participant deferral / active EE | $3,909 | $2,777+40.8% | $3,497+11.8% | $3,054+28.0% |
| Admin fee / account holder | $64 | $467-86.4% | $5,480-98.8% | $504-87.4% |