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 | $681 |
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 | $128,028 | $56,054+128.4% | $171,082-25.2% | $62,891+103.6% |
| Participation rate | 87.8% | 62.9%+24.9pp | 76.7%+11.1pp | 69.3%+18.5pp |
| Annual return | 4.34% | 22.52%-18.2pp | 32.56%-28.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,016 | $1,731-41.3% | $4,002-74.6% | $2,281-55.5% |
| Participant deferral / active EE | $8,537 | $3,158+170.3% | $4,797+78.0% | $3,203+166.5% |
| Admin fee / account holder | $6 | $3,647-99.8% | $8,520-99.9% | $4,296-99.9% |