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 8-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 | $18,981 |
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 | $41,165 | $58,655-29.8% | $91,989-55.3% | $65,185-36.8% |
| Participation rate | 74.2% | 75.3%-1.0pp | 78.6%-4.4pp | 70.2%+4.0pp |
| Annual return | 40.10% | 33.92%+6.2pp | 69.02%-28.9pp | 29.38%+10.7pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,237 | $5,474+68.7% | $5,923+55.9% | $3,514+162.9% |
| Admin fee / account holder | $142 | $434-67.3% | $7,743-98.2% | $847-83.2% |