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 | $2,784 |
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 | $106,229 | $111,608-4.8% | $177,821-40.3% | $73,409+44.7% |
| Participation rate | 88.1% | 87.9%+0.2pp | 87.7%+0.3pp | 72.2%+15.9pp |
| Annual return | 19.35% | 18.23%+1.1pp | 48.32%-29.0pp | 59.29%-39.9pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,918-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $11,914 | $6,199+92.2% | $7,714+54.4% | $3,805+213.1% |
| Admin fee / account holder | $5 | $166-97.2% | $12,427-100.0% | $158-97.1% |