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 | $300 |
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 | $31,626 | $61,214-48.3% | $83,333-62.0% | $56,287-43.8% |
| Participation rate | 89.6% | 72.6%+17.0pp | 77.8%+11.8pp | 69.9%+19.7pp |
| Annual return | -5.00% | 0.42%-5.4pp | 10.63%-15.6pp | -9.96%+5.0pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $10,117 | $5,091+98.7% | $5,565+81.8% | $3,350+202.0% |
| Admin fee / account holder | $1 | $512-99.7% | $7,510-100.0% | $521-99.8% |