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 | $3,916 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,384 | $80,753-72.3% | $136,294-83.6% | $62,292-64.1% |
| Participation rate | 94.8% | 73.5%+21.3pp | 81.9%+12.9pp | 69.5%+25.3pp |
| Annual return | 34.97% | 35.83%-0.9pp | 5155.94%-5121.0pp | 28.90%+6.1pp |
| Employer contribution / active EE | $2,179 | $2,884-24.4% | $4,695-53.6% | $2,042+6.7% |
| Participant deferral / active EE | $3,832 | $5,164-25.8% | $6,247-38.7% | $3,169+20.9% |
| Admin fee / account holder | $32 | $525-93.8% | $9,243-99.7% | $479-93.3% |