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 | $240,597 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $305,555 | $127,481+139.7% | $149,696+104.1% | $90,288+238.4% |
| Participation rate | 96.8% | 78.2%+18.6pp | 82.5%+14.3pp | 73.4%+23.4pp |
| Annual return | 14.36% | 57.78%-43.4pp | 276.60%-262.2pp | 53.97%-39.6pp |
| Employer contribution / active EE | $11,559 | $3,448+235.3% | $4,644+148.9% | $2,524+357.9% |
| Participant deferral / active EE | $12,121 | $6,975+73.8% | $6,842+77.2% | $4,232+186.4% |
| Admin fee / account holder | $144 | $152-5.2% | $9,309-98.5% | $114+26.0% |