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 | $88,427 |
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 | $85,959 | $81,208+5.9% | $98,907-13.1% | $79,858+7.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | -24.17% | 60.99%-85.2pp | 196.43%-220.6pp | 31.71%-55.9pp |
| Employer contribution / active EE | $6,217 | $1,960+217.3% | $2,689+131.2% | $2,471+151.6% |
| Participant deferral / active EE | $18,605 | $3,265+469.8% | $4,244+338.4% | $3,740+397.5% |
| Admin fee / account holder | $260 | $6,013-95.7% | $6,642-96.1% | $5,306-95.1% |