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 | -$14,409 |
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 | $53,783 | $65,118-17.4% | $76,768-29.9% | $55,725-3.5% |
| Participation rate | 98.3% | 79.6%+18.6pp | 77.0%+21.3pp | 70.9%+27.4pp |
| Annual return | -5.46% | -1.27%-4.2pp | 2.43%-7.9pp | 244.93%-250.4pp |
| Employer contribution / active EE | $570 | $1,941-70.6% | $2,485-77.1% | $2,078-72.6% |
| Participant deferral / active EE | $3,038 | $3,688-17.6% | $3,852-21.1% | $3,356-9.5% |
| Admin fee / account holder | -$26 | $116-122.1% | $6,675-100.4% | $115-122.2% |