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 | $4,594 |
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 | $46,449 | $56,629-18.0% | $77,999-40.5% | $55,167-15.8% |
| Participation rate | 75.1% | 73.3%+1.8pp | 75.5%-0.4pp | 69.0%+6.1pp |
| Annual return | 7.32% | 2866.98%-2859.7pp | 425.96%-418.6pp | 169.23%-161.9pp |
| Employer contribution / active EE | $225 | $1,723-86.9% | $2,470-90.9% | $1,963-88.5% |
| Participant deferral / active EE | $2,658 | $2,777-4.3% | $3,497-24.0% | $3,054-13.0% |
| Admin fee / account holder | $27 | $467-94.2% | $5,480-99.5% | $504-94.7% |