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 | $906 |
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 | $56,029 | $155,795-64.0% | $136,294-58.9% | $69,631-19.5% |
| Participation rate | 88.6% | 75.2%+13.4pp | 81.9%+6.7pp | 70.7%+17.9pp |
| Annual return | 27.69% | 232464.33%-232436.6pp | 5155.94%-5128.2pp | 27571.02%-27543.3pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $9,950 | $5,394+84.5% | $6,247+59.3% | $3,224+208.7% |
| Admin fee / account holder | $2 | $128-98.3% | $9,243-100.0% | $110-98.0% |