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 | $5,656 |
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 | $49,039 | $81,537-39.9% | $149,718-67.2% | $69,631-29.6% |
| Participation rate | 89.5% | 86.1%+3.4pp | 87.1%+2.5pp | 70.7%+18.8pp |
| Annual return | 17.93% | 22.79%-4.9pp | 1501.63%-1483.7pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $1,073 | $3,239-66.9% | $5,445-80.3% | $2,032-47.2% |
| Participant deferral / active EE | $3,375 | $4,994-32.4% | $6,569-48.6% | $3,224+4.7% |
| Admin fee / account holder | $19 | $107-82.2% | $11,283-99.8% | $110-82.8% |