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 | $8,545 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,721 | $63,905-48.8% | $74,183-55.9% | $57,658-43.3% |
| Participation rate | 74.0% | 79.8%-5.7pp | 76.6%-2.6pp | 70.2%+3.8pp |
| Annual return | 156.79% | 60.60%+96.2pp | 17.74%+139.1pp | 5.13%+151.7pp |
| Employer contribution / active EE | $262 | $1,840-85.7% | $2,370-88.9% | $1,974-86.7% |
| Participant deferral / active EE | $1,531 | $3,448-55.6% | $3,550-56.9% | $3,061-50.0% |
| Admin fee / account holder | $26 | $91-71.0% | $5,586-99.5% | $95-72.1% |