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 | $143,797 |
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 | $126,108 | $81,321+55.1% | $68,509+84.1% | $59,188+113.1% |
| Participation rate | 96.8% | 83.8%+13.0pp | 74.7%+22.1pp | 69.4%+27.4pp |
| Annual return | 22.56% | 4.65%+17.9pp | 8.27%+14.3pp | 5.51%+17.1pp |
| Employer contribution / active EE | $10 | $3,297-99.7% | $2,278-99.6% | $2,098-99.5% |
| Participant deferral / active EE | $8,874 | $4,592+93.2% | $3,382+162.4% | $3,265+171.8% |
| Admin fee / account holder | $34 | $62-45.7% | $5,275-99.4% | $92-63.7% |