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 01-0496183 200 US ROUTE ONE · SCARBOROUGH, ME 04074 | Loan Processing | $8,305 |
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 | $68,574 | $32,425+111.5% | $74,583-8.1% | $55,167+24.3% |
| Participation rate | 88.2% | 54.0%+34.2pp | 68.1%+20.1pp | 69.0%+19.2pp |
| Annual return | 8.21% | 10.63%-2.4pp | 20.47%-12.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,796 | $1,043+72.1% | $2,525-28.9% | $1,963-8.5% |
| Participant deferral / active EE | $5,496 | $1,995+175.5% | $3,458+58.9% | $3,054+80.0% |
| Admin fee / account holder | $64 | $748-91.4% | $4,138-98.4% | $504-87.2% |