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 | $19,387 |
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 | $48,364 | $85,135-43.2% | $98,907-51.1% | $73,409-34.1% |
| Participation rate | 96.1% | 81.1%+15.0pp | 76.0%+20.1pp | 72.2%+24.0pp |
| Annual return | 9.68% | 19.14%-9.5pp | 196.43%-186.7pp | 59.29%-49.6pp |
| Employer contribution / active EE | $1,230 | $2,721-54.8% | $2,689-54.3% | $2,234-44.9% |
| Participant deferral / active EE | $3,567 | $4,349-18.0% | $4,244-16.0% | $3,805-6.3% |
| Admin fee / account holder | $71 | $139-49.1% | $6,642-98.9% | $158-55.1% |