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 | $49,624 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,494 | $48,072-78.2% | $182,532-94.3% | $77,787-86.5% |
| Participation rate | 91.2% | 64.3%+26.9pp | 78.0%+13.2pp | 73.2%+17.9pp |
| Annual return | 27.44% | 31.26%-3.8pp | 148.54%-121.1pp | 32.57%-5.1pp |
| Employer contribution / active EE | $1,012 | $1,453-30.4% | $4,076-75.2% | $2,504-59.6% |
| Participant deferral / active EE | $2,930 | $3,209-8.7% | $5,524-47.0% | $3,967-26.1% |
| Admin fee / account holder | $49 | $131-62.8% | $8,592-99.4% | $100-51.1% |