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 | $3,919 |
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 | $41,035 | $73,102-43.9% | $123,544-66.8% | $56,287-27.1% |
| Participation rate | 70.3% | 74.3%-4.0pp | 82.3%-12.0pp | 69.9%+0.4pp |
| Annual return | -1.78% | 3.01%-4.8pp | 119.20%-121.0pp | -9.96%+8.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,855 | $5,423+44.9% | $6,426+22.2% | $3,350+134.5% |
| Admin fee / account holder | $20 | $554-96.4% | $9,284-99.8% | $521-96.2% |