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 | $53,256 |
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 | $6,457 | $43,717-85.2% | $81,478-92.1% | $77,958-91.7% |
| Participation rate | 92.5% | 42.5%+49.9pp | 68.0%+24.5pp | 71.6%+20.8pp |
| Annual return | 19.84% | 23.83%-4.0pp | 38.78%-18.9pp | 20.87%-1.0pp |
| Employer contribution / active EE | $139 | $919-84.9% | $2,568-94.6% | $2,310-94.0% |
| Participant deferral / active EE | $1,844 | $1,783+3.4% | $3,537-47.9% | $3,537-47.9% |
| Admin fee / account holder | $27 | $108-75.2% | $4,561-99.4% | $97-72.5% |