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 | $6,350 |
Annual investment return 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 | $25,892 | $35,485-27.0% | $74,550-65.3% | $55,725-53.5% |
| Participation rate | 94.8% | 62.5%+32.3pp | 69.1%+25.7pp | 70.9%+23.9pp |
| Annual return | -7.65% | 0.72%-8.4pp | 32.53%-40.2pp | 244.93%-252.6pp |
| Employer contribution / active EE | $415 | $777-46.6% | $1,961-78.8% | $2,078-80.0% |
| Participant deferral / active EE | $4,250 | $2,181+94.9% | $3,108+36.7% | $3,356+26.7% |
| Admin fee / account holder | $24 | $114-78.6% | $5,060-99.5% | $115-78.8% |