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 | $575 |
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 | $45,252 | $45,283-0.1% | $155,790-71.0% | $52,331-13.5% |
| Participation rate | 73.1% | 62.2%+10.9pp | 76.1%-3.0pp | 68.1%+5.0pp |
| Annual return | 2.72% | 1.80%+0.9pp | 71.54%-68.8pp | 4.54%-1.8pp |
| Employer contribution / active EE | $169 | $1,329-87.3% | $3,836-95.6% | $1,882-91.0% |
| Participant deferral / active EE | $3,400 | $2,854+19.1% | $4,797-29.1% | $3,022+12.5% |
| Admin fee / account holder | $13 | $981-98.7% | $7,478-99.8% | $592-97.9% |