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 | $33,627 |
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).
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 | $15,394 | $39,948-61.5% | $89,391-82.8% | $73,409-79.0% |
| Participation rate | 84.5% | 50.4%+34.1pp | 68.0%+16.5pp | 72.2%+12.3pp |
| Annual return | 22.91% | 50.12%-27.2pp | 245.62%-222.7pp | 59.29%-36.4pp |
| Employer contribution / active EE | $128 | $1,200-89.4% | $2,586-95.1% | $2,234-94.3% |
| Participant deferral / active EE | $2,381 | $2,193+8.6% | $3,890-38.8% | $3,805-37.4% |
| Admin fee / account holder | $91 | $134-32.3% | $4,881-98.1% | $158-42.5% |