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 | -$50,507 |
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 | $49,327 | $100,801-51.1% | $149,696-67.0% | $73,409-32.8% |
| Participation rate | 97.2% | 77.7%+19.5pp | 82.5%+14.7pp | 72.2%+25.0pp |
| Annual return | 18.73% | 265.34%-246.6pp | 276.60%-257.9pp | 59.29%-40.6pp |
| Employer contribution / active EE | $1 | $3,312-100.0% | $4,644-100.0% | $2,234-99.9% |
| Participant deferral / active EE | $8,378 | $6,404+30.8% | $6,842+22.4% | $3,805+120.1% |
| Admin fee / account holder | -$42 | $181-123.1% | $9,309-100.4% | $158-126.4% |