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 | $1,638 |
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 | $152,502 | $60,349+152.7% | $74,183+105.6% | $62,891+142.5% |
| Participation rate | 90.8% | 72.7%+18.1pp | 76.6%+14.2pp | 69.3%+21.5pp |
| Annual return | 7.51% | 21.37%-13.9pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,770 | $2,856+137.0% | $3,550+90.7% | $3,203+111.4% |
| Admin fee / account holder | $16 | $4,261-99.6% | $5,586-99.7% | $4,296-99.6% |