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 | $18,221 |
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 | $44,257 | $74,347-40.5% | $93,606-52.7% | $67,579-34.5% |
| Participation rate | 95.1% | 80.6%+14.4pp | 75.8%+19.2pp | 71.3%+23.8pp |
| Annual return | 2.71% | 28.07%-25.4pp | 32.76%-30.1pp | 378.56%-375.9pp |
| Employer contribution / active EE | $1,115 | $2,583-56.8% | $2,718-59.0% | $2,148-48.1% |
| Participant deferral / active EE | $3,252 | $4,060-19.9% | $4,069-20.1% | $3,539-8.1% |
| Admin fee / account holder | $65 | $123-46.7% | $7,888-99.2% | $142-54.1% |