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 | $28,906 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,682 |
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 | $19,538 | $42,548-54.1% | $74,550-73.8% | $56,287-65.3% |
| Participation rate | 82.7% | 60.5%+22.2pp | 69.1%+13.5pp | 69.9%+12.8pp |
| Annual return | 4.25% | 12.40%-8.1pp | 32.53%-28.3pp | -9.96%+14.2pp |
| Employer contribution / active EE | $42 | $855-95.1% | $1,961-97.9% | $2,111-98.0% |
| Participant deferral / active EE | $4,342 | $2,277+90.7% | $3,108+39.7% | $3,350+29.6% |
| Admin fee / account holder | $174 | $467-62.7% | $5,060-96.6% | $521-66.6% |