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 5-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 | $26,961 |
Annual investment return 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 | $68,941 | $62,267+10.7% | $110,238-37.5% | $55,725+23.7% |
| Participation rate | 88.2% | 78.1%+10.1pp | 79.8%+8.4pp | 70.9%+17.4pp |
| Annual return | -7.62% | -1.07%-6.5pp | 314.74%-322.4pp | 244.93%-252.5pp |
| Employer contribution / active EE | $5,300 | $1,941+173.0% | $3,826+38.5% | $2,078+155.0% |
| Participant deferral / active EE | $6,025 | $3,516+71.4% | $4,672+29.0% | $3,356+79.6% |
| Admin fee / account holder | $99 | $121-18.3% | $8,547-98.8% | $115-14.3% |