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 | $2,669 |
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 | $30,085 | $71,106-57.7% | $83,333-63.9% | $75,289-60.0% |
| Participation rate | 92.6% | 82.0%+10.6pp | 77.8%+14.9pp | 72.4%+20.2pp |
| Annual return | 3.24% | -0.56%+3.8pp | 10.63%-7.4pp | -0.04%+3.3pp |
| Employer contribution / active EE | $1,788 | $2,436-26.6% | $3,379-47.1% | $2,405-25.7% |
| Participant deferral / active EE | $8,297 | $6,249+32.8% | $5,565+49.1% | $3,739+121.9% |
| Admin fee / account holder | $2 | $72-97.8% | $7,510-100.0% | $102-98.4% |