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 | $2,544 |
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 | $78,319 | $59,186+32.3% | $76,768+2.0% | $56,287+39.1% |
| Participation rate | 97.3% | 75.2%+22.1pp | 77.0%+20.4pp | 69.9%+27.5pp |
| Annual return | -2.83% | 6.62%-9.4pp | 2.43%-5.3pp | -9.96%+7.1pp |
| Employer contribution / active EE | $324 | $1,759-81.5% | $2,485-86.9% | $2,111-84.6% |
| Participant deferral / active EE | $6,025 | $3,255+85.1% | $3,852+56.4% | $3,350+79.9% |
| Admin fee / account holder | $25 | $489-94.9% | $6,675-99.6% | $521-95.2% |