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 | $9,495 |
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 | $20,868 | $48,261-56.8% | $68,793-69.7% | $55,725-62.6% |
| Participation rate | 94.7% | 71.0%+23.6pp | 72.2%+22.4pp | 70.9%+23.8pp |
| Annual return | -7.74% | -2.61%-5.1pp | -4.63%-3.1pp | 244.93%-252.7pp |
| Employer contribution / active EE | $1,033 | $1,742-40.7% | $2,625-60.7% | $2,078-50.3% |
| Participant deferral / active EE | $2,883 | $2,712+6.3% | $3,311-12.9% | $3,356-14.1% |
| Admin fee / account holder | $23 | $126-81.7% | $5,131-99.6% | $115-80.0% |