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 | $1,075 |
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 | $26,060 | $62,543-58.3% | $83,333-68.7% | $55,725-53.2% |
| Participation rate | 90.2% | 78.4%+11.8pp | 77.8%+12.5pp | 70.9%+19.4pp |
| Annual return | -0.82% | 14.85%-15.7pp | 10.63%-11.5pp | 244.93%-245.8pp |
| Employer contribution / active EE | $0 | $2,427-100.0% | $3,379-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $8,869 | $5,682+56.1% | $5,565+59.4% | $3,356+164.3% |
| Admin fee / account holder | $6 | $103-94.5% | $7,510-99.9% | $115-95.1% |