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 | $1,100 |
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 | $69,782 | $56,972+22.5% | $182,532-61.8% | $65,185+7.1% |
| Participation rate | 81.8% | 66.5%+15.3pp | 78.0%+3.8pp | 70.2%+11.6pp |
| Annual return | 25.36% | 27.67%-2.3pp | 148.54%-123.2pp | 29.38%-4.0pp |
| Employer contribution / active EE | $154 | $1,615-90.5% | $4,076-96.2% | $2,177-92.9% |
| Participant deferral / active EE | $4,163 | $3,526+18.1% | $5,524-24.6% | $3,514+18.5% |
| Admin fee / account holder | $37 | $528-92.9% | $8,592-99.6% | $847-95.6% |