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 | $2,794 |
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).
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 | $86,906 | $70,002+24.1% | $115,037-24.5% | $52,331+66.1% |
| Participation rate | 83.3% | 72.1%+11.2pp | 81.4%+2.0pp | 68.1%+15.2pp |
| Annual return | 3.55% | 4.04%-0.5pp | 26.14%-22.6pp | 4.54%-1.0pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $13,294 | $4,920+170.2% | $6,026+120.6% | $3,022+339.9% |
| Admin fee / account holder | $30 | $566-94.7% | $8,175-99.6% | $592-94.9% |