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 | -$129,323 |
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 | $43,070 | $86,372-50.1% | $123,892-65.2% | $65,292-34.0% |
| Participation rate | 85.9% | 76.9%+9.0pp | 81.4%+4.5pp | 72.4%+13.5pp |
| Annual return | 27.83% | 11.27%+16.6pp | 47.52%-19.7pp | 11.84%+16.0pp |
| Employer contribution / active EE | $555 | $2,838-80.4% | $4,617-88.0% | $2,302-75.9% |
| Participant deferral / active EE | $9,691 | $5,625+72.3% | $5,984+61.9% | $3,579+170.8% |
| Admin fee / account holder | $2 | $53-96.8% | $8,357-100.0% | $57-97.0% |