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 | $7,854 |
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).
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 | $19,199 | $46,297-58.5% | $71,671-73.2% | $62,292-69.2% |
| Participation rate | 87.0% | 60.6%+26.4pp | 68.7%+18.3pp | 69.5%+17.5pp |
| Annual return | 15.96% | 22.32%-6.4pp | 20.65%-4.7pp | 28.90%-12.9pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,910 | $2,235-14.5% | $3,438-44.4% | $3,169-39.7% |
| Admin fee / account holder | $35 | $461-92.5% | $5,558-99.4% | $479-92.8% |