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 8-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 | $807 |
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 | $63,747 | $73,102-12.8% | $123,544-48.4% | $56,287+13.3% |
| Participation rate | 80.3% | 74.3%+6.0pp | 82.3%-2.0pp | 69.9%+10.5pp |
| Annual return | -24.01% | 3.01%-27.0pp | 119.20%-143.2pp | -9.96%-14.1pp |
| Employer contribution / active EE | $4,301 | $2,977+44.5% | $4,628-7.1% | $2,111+103.8% |
| Participant deferral / active EE | $10,127 | $5,423+86.8% | $6,426+57.6% | $3,350+202.3% |
| Admin fee / account holder | $14 | $554-97.4% | $9,284-99.8% | $521-97.3% |