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 | $171,170 |
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 | $26,118 | $116,243-77.5% | $91,989-71.6% | $89,569-70.8% |
| Participation rate | 92.7% | 84.8%+7.9pp | 78.6%+14.0pp | 69.6%+23.1pp |
| Annual return | 44.28% | 23.75%+20.5pp | 69.02%-24.7pp | 34.56%+9.7pp |
| Employer contribution / active EE | $3 | $3,226-99.9% | $3,452-99.9% | $2,584-99.9% |
| Participant deferral / active EE | $9,130 | $7,519+21.4% | $5,923+54.2% | $4,220+116.4% |
| Admin fee / account holder | $10 | $82-87.3% | $7,743-99.9% | $72-85.4% |