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 6-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 | $15,336 |
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 | $24,153 | $79,519-69.6% | $95,952-74.8% | $73,409-67.1% |
| Participation rate | 88.3% | 81.2%+7.2pp | 77.1%+11.3pp | 72.2%+16.2pp |
| Annual return | 16.28% | 19.20%-2.9pp | 91.61%-75.3pp | 59.29%-43.0pp |
| Employer contribution / active EE | $899 | $2,048-56.1% | $2,541-64.6% | $2,234-59.8% |
| Participant deferral / active EE | $2,531 | $4,138-38.8% | $4,167-39.3% | $3,805-33.5% |
| Admin fee / account holder | $21 | $184-88.6% | $6,795-99.7% | $158-86.7% |