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 | $3,270 |
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 | $99,883 | $71,192+40.3% | $117,854-15.2% | $62,292+60.3% |
| Participation rate | 70.5% | 74.2%-3.7pp | 79.7%-9.1pp | 69.5%+1.0pp |
| Annual return | 17.18% | 18.66%-1.5pp | 335.08%-317.9pp | 28.90%-11.7pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,239 | $3,189+1.6% | $4,482-27.7% | $3,169+2.2% |
| Admin fee / account holder | $22 | $587-96.2% | $8,020-99.7% | $479-95.4% |