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 | $15,651 |
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 | $171,955 | $80,005+114.9% | $140,016+22.8% | $55,725+208.6% |
| Participation rate | 97.4% | 87.0%+10.4pp | 87.5%+9.9pp | 70.9%+26.6pp |
| Annual return | -6.75% | 0.46%-7.2pp | 651.12%-657.9pp | 244.93%-251.7pp |
| Employer contribution / active EE | $6,498 | $3,403+91.0% | $5,606+15.9% | $2,078+212.7% |
| Participant deferral / active EE | $17,248 | $5,264+227.7% | $6,927+149.0% | $3,356+414.0% |
| Admin fee / account holder | $6 | $116-94.4% | $10,705-99.9% | $115-94.4% |