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 | $886 |
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 | $56,793 | $63,905-11.1% | $74,183-23.4% | $57,658-1.5% |
| Participation rate | 82.0% | 79.8%+2.3pp | 76.6%+5.4pp | 70.2%+11.8pp |
| Annual return | 7.67% | 60.60%-52.9pp | 17.74%-10.1pp | 5.13%+2.5pp |
| Employer contribution / active EE | $412 | $1,840-77.6% | $2,370-82.6% | $1,974-79.1% |
| Participant deferral / active EE | $2,692 | $3,448-21.9% | $3,550-24.2% | $3,061-12.1% |
| Admin fee / account holder | $2 | $91-98.0% | $5,586-100.0% | $95-98.1% |