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 | $2,038 |
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 | $13,463 | $37,117-63.7% | $147,614-90.9% | $55,191-75.6% |
| Participation rate | 74.3% | 63.6%+10.6pp | 84.6%-10.4pp | 69.2%+5.1pp |
| Annual return | -0.62% | 3.44%-4.1pp | 61.98%-62.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,638 | $1,985-17.5% | $4,895-66.5% | $3,046-46.2% |
| Admin fee / account holder | $6 | $86-92.8% | $11,611-99.9% | $91-93.2% |