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 | $1,775 |
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 | $41,823 | $38,365+9.0% | $84,611-50.6% | $65,185-35.8% |
| Participation rate | 75.0% | 55.7%+19.3pp | 68.2%+6.8pp | 70.2%+4.8pp |
| Annual return | 23.38% | 32.00%-8.6pp | 258.74%-235.4pp | 29.38%-6.0pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,858 | $2,278+25.4% | $3,899-26.7% | $3,514-18.7% |
| Admin fee / account holder | $16 | $451-96.6% | $4,912-99.7% | $847-98.2% |