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 | $5,800 |
Annual investment return 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 | $40,405 | $65,118-38.0% | $76,768-47.4% | $55,725-27.5% |
| Participation rate | 86.5% | 79.6%+6.9pp | 77.0%+9.6pp | 70.9%+15.7pp |
| Annual return | -6.05% | -1.27%-4.8pp | 2.43%-8.5pp | 244.93%-251.0pp |
| Employer contribution / active EE | $2,062 | $1,941+6.3% | $2,485-17.0% | $2,078-0.8% |
| Participant deferral / active EE | $5,732 | $3,688+55.4% | $3,852+48.8% | $3,356+70.8% |
| Admin fee / account holder | $25 | $116-78.8% | $6,675-99.6% | $115-78.7% |