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 | $1,308 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,022 | $88,874-74.1% | $123,544-81.4% | $75,289-69.4% |
| Participation rate | 87.8% | 75.9%+12.0pp | 82.3%+5.5pp | 72.4%+15.4pp |
| Annual return | 17.77% | 4.22%+13.5pp | 119.20%-101.4pp | -0.04%+17.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $4,628-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $9,380 | $6,174+51.9% | $6,426+46.0% | $3,739+150.9% |
| Admin fee / account holder | $1 | $95-98.8% | $9,284-100.0% | $102-98.9% |