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 | $850 |
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 | $48,980 | $48,576+0.8% | $169,463-71.1% | $56,287-13.0% |
| Participation rate | 87.8% | 65.8%+22.0pp | 77.8%+10.0pp | 69.9%+18.0pp |
| Annual return | -5.65% | -2.51%-3.1pp | 1.83%-7.5pp | -9.96%+4.3pp |
| Employer contribution / active EE | $39 | $1,559-97.5% | $4,159-99.1% | $2,111-98.2% |
| Participant deferral / active EE | $3,645 | $3,275+11.3% | $5,277-30.9% | $3,350+8.8% |
| Admin fee / account holder | $12 | $435-97.3% | $9,109-99.9% | $521-97.7% |