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 | $12,545 |
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 | $27,018 | $61,473-56.0% | $81,930-67.0% | $73,409-63.2% |
| Participation rate | 87.6% | 72.4%+15.2pp | 72.0%+15.6pp | 72.2%+15.4pp |
| Annual return | 20.37% | 28.26%-7.9pp | 29.49%-9.1pp | 59.29%-38.9pp |
| Employer contribution / active EE | $455 | $1,898-76.0% | $4,310-89.4% | $2,234-79.6% |
| Participant deferral / active EE | $2,675 | $3,080-13.2% | $7,107-62.4% | $3,805-29.7% |
| Admin fee / account holder | $31 | $125-75.4% | $5,158-99.4% | $158-80.5% |