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 | $1,413 |
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 | $67,468 | $69,305-2.6% | $82,313-18.0% | $69,631-3.1% |
| Participation rate | 78.1% | 80.3%-2.2pp | 76.9%+1.2pp | 70.7%+7.4pp |
| Annual return | 14.91% | 21.47%-6.6pp | 25.88%-11.0pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $443 | $1,887-76.5% | $2,428-81.8% | $2,032-78.2% |
| Participant deferral / active EE | $2,887 | $3,568-19.1% | $3,706-22.1% | $3,224-10.4% |
| Admin fee / account holder | $3 | $97-97.0% | $5,608-99.9% | $110-97.3% |