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 | $16,899 |
Annual investment return 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 | $75,438 | $73,102+3.2% | $123,544-38.9% | $56,287+34.0% |
| Participation rate | 94.2% | 74.3%+19.9pp | 82.3%+11.9pp | 69.9%+24.3pp |
| Annual return | -7.64% | 3.01%-10.6pp | 119.20%-126.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $3,947 | $2,977+32.6% | $4,628-14.7% | $2,111+87.0% |
| Participant deferral / active EE | $16,290 | $5,423+200.4% | $6,426+153.5% | $3,350+386.3% |
| Admin fee / account holder | $65 | $554-88.3% | $9,284-99.3% | $521-87.5% |