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 | $2,569 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,749 | $37,117-63.0% | $147,614-90.7% | $55,191-75.1% |
| Participation rate | 85.1% | 63.6%+21.5pp | 84.6%+0.5pp | 69.2%+15.9pp |
| Annual return | 12.46% | 3.44%+9.0pp | 61.98%-49.5pp | 10.78%+1.7pp |
| Employer contribution / active EE | $5 | $1,620-99.7% | $5,564-99.9% | $1,899-99.8% |
| Participant deferral / active EE | $6,152 | $1,985+209.9% | $4,895+25.7% | $3,046+102.0% |
| Admin fee / account holder | $4 | $86-95.1% | $11,611-100.0% | $91-95.4% |