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 | $6,340 |
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 | $29,035 | $85,635-66.1% | $123,892-76.6% | $63,975-54.6% |
| Participation rate | 78.5% | 74.9%+3.6pp | 81.4%-2.9pp | 71.1%+7.4pp |
| Annual return | 53.02% | 15.74%+37.3pp | 47.52%+5.5pp | 48.65%+4.4pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $8,145 | $5,667+43.7% | $5,984+36.1% | $3,356+142.7% |
| Admin fee / account holder | $5 | $75-92.9% | $8,357-99.9% | $70-92.5% |