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 | $17,559 |
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 | $17,773 | $177,276-90.0% | $90,160-80.3% | $177,276-90.0% |
| Participation rate | 91.4% | 74.8%+16.5pp | 76.9%+14.5pp | 74.8%+16.5pp |
| Annual return | 49.24% | 21.25%+28.0pp | 34.88%+14.4pp | 21.25%+28.0pp |
| Employer contribution / active EE | $0 | $2,479-100.0% | $3,318-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $7,086 | $3,881+82.6% | $5,288+34.0% | $3,881+82.6% |
| Admin fee / account holder | $2 | $154-98.8% | $5,943-100.0% | $154-98.8% |