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 | $245,945 |
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 | $29,578 | $102,389-71.1% | $100,516-70.6% | $90,288-67.2% |
| Participation rate | 95.4% | 84.0%+11.4pp | 79.4%+16.0pp | 73.4%+22.1pp |
| Annual return | 23.72% | 22.50%+1.2pp | 30.89%-7.2pp | 53.97%-30.2pp |
| Employer contribution / active EE | $2,336 | $3,056-23.6% | $3,418-31.6% | $2,524-7.4% |
| Participant deferral / active EE | $7,270 | $7,514-3.3% | $6,270+15.9% | $4,232+71.8% |
| Admin fee / account holder | $38 | $83-54.2% | $8,081-99.5% | $114-66.6% |