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 | $47,220 |
Annual investment return 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 | $118,330 | $79,523+48.8% | $140,016-15.5% | $56,287+110.2% |
| Participation rate | 95.1% | 85.7%+9.4pp | 87.5%+7.6pp | 69.9%+25.3pp |
| Annual return | -6.32% | 2.39%-8.7pp | 651.12%-657.4pp | -9.96%+3.6pp |
| Employer contribution / active EE | $3,356 | $3,350+0.2% | $5,606-40.1% | $2,111+59.0% |
| Participant deferral / active EE | $11,140 | $5,129+117.2% | $6,927+60.8% | $3,350+232.6% |
| Admin fee / account holder | $242 | $614-60.5% | $10,705-97.7% | $521-53.5% |