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 9-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 | $1,818 |
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 | $73,454 | $80,005-8.2% | $140,016-47.5% | $55,725+31.8% |
| Participation rate | 84.9% | 87.0%-2.1pp | 87.5%-2.6pp | 70.9%+14.0pp |
| Annual return | -1.02% | 0.46%-1.5pp | 651.12%-652.1pp | 244.93%-245.9pp |
| Employer contribution / active EE | $0 | $3,403-100.0% | $5,606-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $9,657 | $5,264+83.5% | $6,927+39.4% | $3,356+187.8% |
| Admin fee / account holder | $4 | $116-96.9% | $10,705-100.0% | $115-96.8% |