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 | $3,397 |
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 | $36,703 | $89,739-59.1% | $149,718-75.5% | $62,292-41.1% |
| Participation rate | 71.4% | 85.1%-13.7pp | 87.1%-15.6pp | 69.5%+1.9pp |
| Annual return | 38.69% | 21.01%+17.7pp | 1501.63%-1462.9pp | 28.90%+9.8pp |
| Employer contribution / active EE | $3,244 | $3,233+0.3% | $5,445-40.4% | $2,042+58.8% |
| Participant deferral / active EE | $5,901 | $4,797+23.0% | $6,569-10.2% | $3,169+86.2% |
| Admin fee / account holder | $13 | $551-97.6% | $11,283-99.9% | $479-97.2% |