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 | -$827 |
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 | $36,907 | $89,274-58.7% | $149,718-75.3% | $77,958-52.7% |
| Participation rate | 76.4% | 87.6%-11.2pp | 87.1%-10.6pp | 71.6%+4.8pp |
| Annual return | 18.63% | 20.36%-1.7pp | 1501.63%-1483.0pp | 20.87%-2.2pp |
| Employer contribution / active EE | $596 | $3,727-84.0% | $5,445-89.0% | $2,310-74.2% |
| Participant deferral / active EE | $3,754 | $5,382-30.2% | $6,569-42.9% | $3,537+6.2% |
| Admin fee / account holder | -$1 | $240-100.3% | $11,283-100.0% | $97-100.8% |