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 | $17,318 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,255 | $88,874-86.2% | $123,544-90.1% | $75,289-83.7% |
| Participation rate | 88.2% | 75.9%+12.4pp | 82.3%+5.9pp | 72.4%+15.8pp |
| Annual return | 9.72% | 4.22%+5.5pp | 119.20%-109.5pp | -0.04%+9.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $4,628-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,649 | $6,174-8.5% | $6,426-12.1% | $3,739+51.1% |
| Admin fee / account holder | $50 | $95-47.5% | $9,284-99.5% | $102-51.5% |