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 | $919 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $117,334 | $72,404+62.1% | $110,238+6.4% | $64,186+82.8% |
| Participation rate | 76.1% | 73.3%+2.8pp | 79.8%-3.7pp | 69.6%+6.6pp |
| Annual return | -4.16% | -6.29%+2.1pp | 314.74%-318.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,215 | $3,469+21.5% | $4,672-9.8% | $3,470+21.5% |
| Admin fee / account holder | $40 | $5,664-99.3% | $8,547-99.5% | $4,888-99.2% |