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 | $6,555 |
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 | $81,385 | $60,165+35.3% | $74,183+9.7% | $55,167+47.5% |
| Participation rate | 91.9% | 74.2%+17.8pp | 76.6%+15.3pp | 69.0%+22.9pp |
| Annual return | 6.95% | 10.00%-3.0pp | 17.74%-10.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $3,654 | $1,600+128.4% | $2,370+54.2% | $1,963+86.2% |
| Participant deferral / active EE | $4,597 | $2,973+54.7% | $3,550+29.5% | $3,054+50.5% |
| Admin fee / account holder | $23 | $419-94.5% | $5,586-99.6% | $504-95.4% |