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 | $1,775 |
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 | $149,557 | $64,909+130.4% | $82,313+81.7% | $62,292+140.1% |
| Participation rate | 87.1% | 74.9%+12.3pp | 76.9%+10.2pp | 69.5%+17.6pp |
| Annual return | 19.03% | 21.18%-2.2pp | 25.88%-6.8pp | 28.90%-9.9pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,455 | $3,103+108.0% | $3,706+74.2% | $3,169+103.7% |
| Admin fee / account holder | $16 | $440-96.4% | $5,608-99.7% | $479-96.7% |