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 | $3,098 |
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 | $66,907 | $73,102-8.5% | $123,544-45.8% | $56,287+18.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -7.98% | 3.01%-11.0pp | 119.20%-127.2pp | -9.96%+2.0pp |
| Employer contribution / active EE | $5,388 | $2,977+81.0% | $4,628+16.4% | $2,111+155.2% |
| Participant deferral / active EE | $9,412 | $5,423+73.6% | $6,426+46.5% | $3,350+181.0% |
| Admin fee / account holder | $19 | $554-96.5% | $9,284-99.8% | $521-96.3% |