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 | $4,300 |
FIRST CLEARING LLC2+ years Service code 55 · EIN 23-2384840 | Other Commissions | $1,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,747 | $34,495-19.6% | $78,689-64.7% | $63,975-56.6% |
| Participation rate | 22.5% | 60.8%-38.3pp | 73.6%-51.0pp | 71.1%-48.6pp |
| Annual return | 10.99% | 11.62%-0.6pp | 62.18%-51.2pp | 48.65%-37.7pp |
| Employer contribution / active EE | $394 | $1,398-71.8% | $2,851-86.2% | $2,182-82.0% |
| Participant deferral / active EE | $871 | $2,100-58.5% | $3,517-75.2% | $3,356-74.0% |
| Admin fee / account holder | $14 | $68-79.5% | $4,510-99.7% | $70-80.2% |