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 | $2,078 |
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 | $70,515 | $79,519-11.3% | $95,952-26.5% | $73,409-3.9% |
| Participation rate | 97.4% | 81.2%+16.3pp | 77.1%+20.4pp | 72.2%+25.3pp |
| Annual return | 11.45% | 19.20%-7.7pp | 91.61%-80.2pp | 59.29%-47.8pp |
| Employer contribution / active EE | $1,144 | $2,048-44.1% | $2,541-55.0% | $2,234-48.8% |
| Participant deferral / active EE | $3,505 | $4,138-15.3% | $4,167-15.9% | $3,805-7.9% |
| Admin fee / account holder | $4 | $184-97.9% | $6,795-99.9% | $158-97.5% |