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 | $2,925 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $47,969 | $91,911-47.8% | $68,793-30.3% | $135,375-64.6% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -4.98% | -8.22%+3.2pp | -4.63%-0.3pp | 519.73%-524.7pp |
| Employer contribution / active EE | $3,426 | $3,924-12.7% | $2,625+30.5% | $4,779-28.3% |
| Participant deferral / active EE | $8,304 | $4,315+92.4% | $3,311+150.8% | $5,609+48.1% |
| Admin fee / account holder | $12 | $9,240-99.9% | $5,131-99.8% | $10,827-99.9% |