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 35-0145825 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 462060368 | Loan Processing | $29,198 |
Filed as: SOUTHBRIDGE ADVISOR LLC Service code 16 · EIN 84-3303309 | Consulting | $7,481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,040 | $84,948-58.8% | $70,449-50.3% | $73,409-52.3% |
| Participation rate | 50.5% | 79.9%-29.4pp | 75.1%-24.5pp | 72.2%-21.7pp |
| Annual return | 10.89% | 13.39%-2.5pp | 109.03%-98.1pp | 59.29%-48.4pp |
| Employer contribution / active EE | $1,633 | $2,834-42.4% | $2,737-40.3% | $2,234-26.9% |
| Participant deferral / active EE | $2,533 | $3,387-25.2% | $3,709-31.7% | $3,805-33.5% |
| Admin fee / account holder | $8 | $98-92.2% | $3,845-99.8% | $158-95.1% |