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 | $32,726 |
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 | $37,363 | $58,083-35.7% | $80,019-53.3% | $56,287-33.6% |
| Participation rate | 98.1% | 73.6%+24.5pp | 75.8%+22.3pp | 69.9%+28.3pp |
| Annual return | -5.50% | 34.61%-40.1pp | 11.22%-16.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,160 | $1,932+11.8% | $2,468-12.5% | $2,111+2.3% |
| Participant deferral / active EE | $3,260 | $3,135+4.0% | $3,686-11.5% | $3,350-2.7% |
| Admin fee / account holder | $102 | $623-83.6% | $6,521-98.4% | $521-80.4% |