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 9-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 | $1,471 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,595 | $40,174-63.7% | $84,015-82.6% | $67,579-78.4% |
| Participation rate | 90.7% | 62.7%+28.0pp | 69.0%+21.7pp | 71.3%+19.4pp |
| Annual return | 4.73% | 25.82%-21.1pp | 71.31%-66.6pp | 378.56%-373.8pp |
| Employer contribution / active EE | $207 | $808-74.4% | $1,983-89.6% | $2,148-90.4% |
| Participant deferral / active EE | $1,192 | $2,301-48.2% | $3,239-63.2% | $3,539-66.3% |
| Admin fee / account holder | $4 | $128-96.8% | $6,101-99.9% | $142-97.1% |