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 | $3,294 |
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 | $14,407 | $75,388-80.9% | $123,544-88.3% | $55,725-74.1% |
| Participation rate | 96.0% | 75.7%+20.4pp | 82.3%+13.8pp | 70.9%+25.2pp |
| Annual return | -3.59% | 4.48%-8.1pp | 119.20%-122.8pp | 244.93%-248.5pp |
| Employer contribution / active EE | $805 | $3,063-73.7% | $4,628-82.6% | $2,078-61.2% |
| Participant deferral / active EE | $5,186 | $5,651-8.2% | $6,426-19.3% | $3,356+54.5% |
| Admin fee / account holder | $6 | $120-95.3% | $9,284-99.9% | $115-95.1% |