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 | $11,094 |
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 | $61,318 | $71,957-14.8% | $67,652-9.4% | $59,188+3.6% |
| Participation rate | 88.0% | 82.7%+5.4pp | 75.7%+12.4pp | 69.4%+18.6pp |
| Annual return | 0.84% | 8.53%-7.7pp | 6625.04%-6624.2pp | 5.51%-4.7pp |
| Employer contribution / active EE | $1,502 | $2,432-38.2% | $2,266-33.7% | $2,098-28.4% |
| Participant deferral / active EE | $7,262 | $4,211+72.4% | $3,560+104.0% | $3,265+122.4% |
| Admin fee / account holder | $9 | $64-85.9% | $4,821-99.8% | $92-90.2% |