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 | -$4,119 |
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 | $49,618 | $72,770-31.8% | $67,652-26.7% | $55,191-10.1% |
| Participation rate | 85.3% | 78.8%+6.5pp | 75.7%+9.6pp | 69.2%+16.1pp |
| Annual return | -2.28% | -3.26%+1.0pp | 6625.04%-6627.3pp | 10.78%-13.1pp |
| Employer contribution / active EE | $561 | $1,769-68.3% | $2,266-75.2% | $1,899-70.4% |
| Participant deferral / active EE | $2,514 | $3,408-26.2% | $3,560-29.4% | $3,046-17.5% |
| Admin fee / account holder | -$8 | $79-110.2% | $4,821-100.2% | $91-108.8% |