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 | $3,675 |
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 | $7,946 | $68,092-88.3% | $73,307-89.2% | $59,188-86.6% |
| Participation rate | 82.8% | 78.1%+4.8pp | 74.9%+7.9pp | 69.4%+13.4pp |
| Annual return | 89.00% | 5.93%+83.1pp | 5.67%+83.3pp | 5.51%+83.5pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $3,237-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $3,912 | $5,041-22.4% | $4,991-21.6% | $3,265+19.8% |
| Admin fee / account holder | $1 | $630-99.8% | $5,637-100.0% | $92-98.8% |