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 9-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 | $4,203 |
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 | $26,677 | $85,135-68.7% | $98,907-73.0% | $73,409-63.7% |
| Participation rate | 84.2% | 81.1%+3.1pp | 76.0%+8.2pp | 72.2%+12.0pp |
| Annual return | 16.99% | 19.14%-2.1pp | 196.43%-179.4pp | 59.29%-42.3pp |
| Employer contribution / active EE | $1,069 | $2,721-60.7% | $2,689-60.3% | $2,234-52.1% |
| Participant deferral / active EE | $3,001 | $4,349-31.0% | $4,244-29.3% | $3,805-21.1% |
| Admin fee / account holder | $8 | $139-94.5% | $6,642-99.9% | $158-95.2% |