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 | $12,337 |
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 | $29,288 | $63,905-54.2% | $74,183-60.5% | $57,658-49.2% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.6%+12.9pp | 70.2%+19.2pp |
| Annual return | 8.44% | 60.60%-52.2pp | 17.74%-9.3pp | 5.13%+3.3pp |
| Employer contribution / active EE | $526 | $1,840-71.4% | $2,370-77.8% | $1,974-73.3% |
| Participant deferral / active EE | $2,933 | $3,448-14.9% | $3,550-17.4% | $3,061-4.2% |
| Admin fee / account holder | $27 | $91-69.9% | $5,586-99.5% | $95-71.0% |