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 | $2,038 |
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 | $94,079 | $71,192+32.1% | $117,854-20.2% | $62,292+51.0% |
| Participation rate | 70.6% | 74.2%-3.7pp | 79.7%-9.1pp | 69.5%+1.0pp |
| Annual return | 18.60% | 18.66%-0.1pp | 335.08%-316.5pp | 28.90%-10.3pp |
| Employer contribution / active EE | $2,623 | $1,934+35.6% | $3,786-30.7% | $2,042+28.5% |
| Participant deferral / active EE | $4,025 | $3,189+26.2% | $4,482-10.2% | $3,169+27.0% |
| Admin fee / account holder | $7 | $587-98.7% | $8,020-99.9% | $479-98.5% |