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 | $3,388 |
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).
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 | $40,827 | $60,165-32.1% | $74,183-45.0% | $55,167-26.0% |
| Participation rate | 93.3% | 74.2%+19.2pp | 76.6%+16.7pp | 69.0%+24.3pp |
| Annual return | 8.54% | 10.00%-1.5pp | 17.74%-9.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $315 | $1,600-80.3% | $2,370-86.7% | $1,963-83.9% |
| Participant deferral / active EE | $4,082 | $2,973+37.3% | $3,550+15.0% | $3,054+33.6% |
| Admin fee / account holder | $14 | $419-96.6% | $5,586-99.7% | $504-97.2% |