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 | $2,600 |
Annual investment return 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 | $22,481 | $42,546-47.2% | $71,796-68.7% | $55,167-59.2% |
| Participation rate | 74.9% | 59.1%+15.8pp | 69.1%+5.8pp | 69.0%+5.9pp |
| Annual return | 4.88% | 12.36%-7.5pp | 78.04%-73.2pp | 169.23%-164.3pp |
| Employer contribution / active EE | $435 | $803-45.9% | $1,924-77.4% | $1,963-77.9% |
| Participant deferral / active EE | $1,827 | $2,064-11.5% | $2,794-34.6% | $3,054-40.2% |
| Admin fee / account holder | $9 | $650-98.5% | $4,815-99.8% | $504-98.1% |