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 9-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 | $23,547 |
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 | $35,282 | $75,284-53.1% | $91,001-61.2% | $69,631-49.3% |
| Participation rate | 90.9% | 80.4%+10.5pp | 75.6%+15.3pp | 70.7%+20.2pp |
| Annual return | 19.15% | 48.40%-29.3pp | 4.60%+14.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $357 | $2,473-85.6% | $2,456-85.5% | $2,032-82.4% |
| Participant deferral / active EE | $2,122 | $3,700-42.7% | $3,547-40.2% | $3,224-34.2% |
| Admin fee / account holder | $53 | $111-52.4% | $5,417-99.0% | $110-52.3% |