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 | $8,708 |
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 | $45,369 | $79,519-42.9% | $95,952-52.7% | $73,409-38.2% |
| Participation rate | 88.6% | 81.2%+7.4pp | 77.1%+11.5pp | 72.2%+16.4pp |
| Annual return | 14.39% | 19.20%-4.8pp | 91.61%-77.2pp | 59.29%-44.9pp |
| Employer contribution / active EE | $217 | $2,048-89.4% | $2,541-91.5% | $2,234-90.3% |
| Participant deferral / active EE | $3,789 | $4,138-8.4% | $4,167-9.1% | $3,805-0.4% |
| Admin fee / account holder | $32 | $184-82.7% | $6,795-99.5% | $158-79.8% |