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 | Loan Processing | $50,510 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,487 | $83,884-82.7% | $64,056-77.4% | $74,419-80.5% |
| Participation rate | 91.2% | 76.6%+14.5pp | 72.3%+18.9pp | 70.7%+20.4pp |
| Annual return | 16.74% | 16.57%+0.2pp | 33.69%-16.9pp | 34.38%-17.6pp |
| Employer contribution / active EE | $3,249 | $3,084+5.4% | $2,747+18.3% | $2,637+23.2% |
| Participant deferral / active EE | $1,275 | $3,692-65.5% | $3,880-67.1% | $4,528-71.8% |
| Admin fee / account holder | $65 | $196-66.6% | $3,068-97.9% | $348-81.2% |