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 7-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 | $5,154 |
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 | $55,428 | $52,293+6.0% | $178,490-68.9% | $73,409-24.5% |
| Participation rate | 88.8% | 65.3%+23.5pp | 81.9%+6.9pp | 72.2%+16.6pp |
| Annual return | 18.51% | 34.75%-16.2pp | 151.07%-132.6pp | 59.29%-40.8pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,055 | $2,332+73.9% | $5,202-22.0% | $3,805+6.5% |
| Admin fee / account holder | $22 | $127-82.5% | $13,984-99.8% | $158-85.9% |