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 | $17,575 |
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 | $71,910 | $80,005-10.1% | $140,016-48.6% | $55,725+29.0% |
| Participation rate | 71.9% | 87.0%-15.1pp | 87.5%-15.6pp | 70.9%+1.1pp |
| Annual return | -4.48% | 0.46%-4.9pp | 651.12%-655.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $783 | $3,403-77.0% | $5,606-86.0% | $2,078-62.3% |
| Participant deferral / active EE | $5,566 | $5,264+5.7% | $6,927-19.6% | $3,356+65.9% |
| Admin fee / account holder | $28 | $116-75.8% | $10,705-99.7% | $115-75.7% |