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 | $7,300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,164 | $81,537-7.8% | $149,718-49.8% | $69,631+7.9% |
| Participation rate | 72.4% | 86.1%-13.7pp | 87.1%-14.7pp | 70.7%+1.7pp |
| Annual return | 43.66% | 22.79%+20.9pp | 1501.63%-1458.0pp | 27571.02%-27527.4pp |
| Employer contribution / active EE | $810 | $3,239-75.0% | $5,445-85.1% | $2,032-60.1% |
| Participant deferral / active EE | $4,970 | $4,994-0.5% | $6,569-24.3% | $3,224+54.2% |
| Admin fee / account holder | $10 | $107-90.2% | $11,283-99.9% | $110-90.5% |