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 | $925 |
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 | $73,050 | $52,279+39.7% | $89,391-18.3% | $79,858-8.5% |
| Participation rate | 71.6% | 57.5%+14.1pp | 68.0%+3.6pp | 69.6%+2.0pp |
| Annual return | 22.42% | 22.16%+0.3pp | 245.62%-223.2pp | 31.71%-9.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,949 | $2,740+80.6% | $3,890+27.2% | $3,740+32.3% |
| Admin fee / account holder | $12 | $3,356-99.6% | $4,881-99.8% | $5,306-99.8% |