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 | $563 |
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 | $31,501 | $58,655-46.3% | $91,989-65.8% | $65,185-51.7% |
| Participation rate | 88.4% | 75.3%+13.1pp | 78.6%+9.7pp | 70.2%+18.2pp |
| Annual return | 27.74% | 33.92%-6.2pp | 69.02%-41.3pp | 29.38%-1.6pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $8,586 | $5,474+56.8% | $5,923+45.0% | $3,514+144.4% |
| Admin fee / account holder | $2 | $434-99.6% | $7,743-100.0% | $847-99.8% |