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 | -$11,319 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,976 | $177,276-93.2% | $90,160-86.7% | $177,276-93.2% |
| Participation rate | 91.9% | 74.8%+17.1pp | 76.9%+15.1pp | 74.8%+17.1pp |
| Annual return | 26.76% | 21.25%+5.5pp | 34.88%-8.1pp | 21.25%+5.5pp |
| Employer contribution / active EE | $895 | $2,479-63.9% | $3,318-73.0% | $2,479-63.9% |
| Participant deferral / active EE | $3,521 | $3,881-9.3% | $5,288-33.4% | $3,881-9.3% |
| Admin fee / account holder | -$2 | $154-101.1% | $5,943-100.0% | $154-101.1% |