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 | $15,289 |
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 | $138,715 | $85,135+62.9% | $98,907+40.2% | $73,409+89.0% |
| Participation rate | 73.8% | 81.1%-7.3pp | 76.0%-2.2pp | 72.2%+1.6pp |
| Annual return | 19.47% | 19.14%+0.3pp | 196.43%-177.0pp | 59.29%-39.8pp |
| Employer contribution / active EE | $1,136 | $2,721-58.3% | $2,689-57.8% | $2,234-49.1% |
| Participant deferral / active EE | $4,554 | $4,349+4.7% | $4,244+7.3% | $3,805+19.7% |
| Admin fee / account holder | $16 | $139-88.4% | $6,642-99.8% | $158-89.8% |