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 | $1,700 |
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 | $85,883 | $55,182+55.6% | $73,307+17.2% | $55,191+55.6% |
| Participation rate | 93.8% | 73.9%+19.8pp | 74.9%+18.8pp | 69.2%+24.6pp |
| Annual return | 0.37% | 8.55%-8.2pp | 5.67%-5.3pp | 10.78%-10.4pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $5,813 | $4,641+25.3% | $4,991+16.5% | $3,046+90.8% |
| Admin fee / account holder | $4 | $68-94.2% | $5,637-99.9% | $91-95.6% |