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 | -$30,281 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,286 | $79,519-73.2% | $95,952-77.8% | $73,409-71.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 29.35% | 19.20%+10.2pp | 91.61%-62.3pp | 59.29%-29.9pp |
| Employer contribution / active EE | $1,139 | $2,048-44.4% | $2,541-55.2% | $2,234-49.0% |
| Participant deferral / active EE | $4,357 | $4,138+5.3% | $4,167+4.6% | $3,805+14.5% |
| Admin fee / account holder | $0 | $184-100.0% | $6,795-100.0% | $158-100.0% |