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 | $1,263 |
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 | $19,643 | $37,213-47.2% | $156,549-87.5% | $63,975-69.3% |
| Participation rate | 79.0% | 65.0%+14.0pp | 84.0%-5.0pp | 71.1%+7.9pp |
| Annual return | 19.20% | 47.89%-28.7pp | 32.23%-13.0pp | 48.65%-29.5pp |
| Employer contribution / active EE | $963 | $1,357-29.0% | $5,501-82.5% | $2,182-55.8% |
| Participant deferral / active EE | $5,061 | $2,070+144.5% | $4,871+3.9% | $3,356+50.8% |
| Admin fee / account holder | $1 | $56-97.8% | $13,027-100.0% | $70-98.2% |