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 | $21,172 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $291,406 | $100,801+189.1% | $149,696+94.7% | $73,409+297.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 13.41% | 265.34%-251.9pp | 276.60%-263.2pp | 59.29%-45.9pp |
| Employer contribution / active EE | $4,344 | $3,312+31.2% | $4,644-6.5% | $2,234+94.5% |
| Participant deferral / active EE | $10,513 | $6,404+64.2% | $6,842+53.7% | $3,805+176.3% |
| Admin fee / account holder | $36 | $181-80.2% | $9,309-99.6% | $158-77.3% |