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 9-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 | $76,912 |
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 | $28,708 | $127,481-77.5% | $149,696-80.8% | $90,288-68.2% |
| Participation rate | 90.6% | 78.2%+12.4pp | 82.5%+8.1pp | 73.4%+17.3pp |
| Annual return | 43.32% | 57.78%-14.5pp | 276.60%-233.3pp | 53.97%-10.6pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,644-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $6,651 | $6,975-4.7% | $6,842-2.8% | $4,232+57.1% |
| Admin fee / account holder | $55 | $152-64.1% | $9,309-99.4% | $114-52.2% |