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 | $6,497 |
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 | $41,637 | $55,182-24.5% | $73,307-43.2% | $55,191-24.6% |
| Participation rate | 83.2% | 73.9%+9.2pp | 74.9%+8.3pp | 69.2%+14.0pp |
| Annual return | 0.65% | 8.55%-7.9pp | 5.67%-5.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $6,628 | $4,641+42.8% | $4,991+32.8% | $3,046+117.6% |
| Admin fee / account holder | $11 | $68-84.1% | $5,637-99.8% | $91-88.0% |