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 | $3,138 |
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 | $44,333 | $64,909-31.7% | $82,313-46.1% | $62,292-28.8% |
| Participation rate | 85.4% | 74.9%+10.5pp | 76.9%+8.5pp | 69.5%+15.9pp |
| Annual return | 16.23% | 21.18%-5.0pp | 25.88%-9.6pp | 28.90%-12.7pp |
| Employer contribution / active EE | $281 | $1,676-83.2% | $2,428-88.4% | $2,042-86.2% |
| Participant deferral / active EE | $3,639 | $3,103+17.3% | $3,706-1.8% | $3,169+14.8% |
| Admin fee / account holder | $14 | $440-96.9% | $5,608-99.8% | $479-97.2% |