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 | $20,851 |
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 | $128,315 | $88,515+45.0% | $162,163-20.9% | $67,579+89.9% |
| Participation rate | 80.0% | 86.8%-6.8pp | 87.6%-7.5pp | 71.3%+8.8pp |
| Annual return | 21.53% | 27.04%-5.5pp | 115.59%-94.1pp | 378.56%-357.0pp |
| Employer contribution / active EE | $858 | $3,563-75.9% | $5,614-84.7% | $2,148-60.1% |
| Participant deferral / active EE | $5,629 | $5,724-1.6% | $7,298-22.9% | $3,539+59.1% |
| Admin fee / account holder | $166 | $124+34.5% | $10,843-98.5% | $142+16.9% |