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 | $14,500 |
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 | $43,698 | $69,159-36.8% | $125,175-65.1% | $67,579-35.3% |
| Participation rate | 82.9% | 78.2%+4.7pp | 79.8%+3.1pp | 71.3%+11.6pp |
| Annual return | 23.09% | 27.12%-4.0pp | 43.79%-20.7pp | 378.56%-355.5pp |
| Employer contribution / active EE | $599 | $2,023-70.4% | $3,865-84.5% | $2,148-72.1% |
| Participant deferral / active EE | $3,808 | $3,700+2.9% | $4,937-22.9% | $3,539+7.6% |
| Admin fee / account holder | $17 | $142-87.7% | $9,702-99.8% | $142-87.7% |