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 | $387 |
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 | $27,622 | $62,543-55.8% | $83,333-66.9% | $55,725-50.4% |
| Participation rate | 89.8% | 78.4%+11.4pp | 77.8%+12.0pp | 70.9%+18.9pp |
| Annual return | 15.57% | 14.85%+0.7pp | 10.63%+4.9pp | 244.93%-229.4pp |
| Employer contribution / active EE | $0 | $2,427-100.0% | $3,379-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $8,498 | $5,682+49.6% | $5,565+52.7% | $3,356+153.3% |
| Admin fee / account holder | $1 | $103-98.7% | $7,510-100.0% | $115-98.8% |