Filed September 30, 2025
Total covered: 8 employees
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 9-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 | -$2,526 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,485 | $79,184-37.5% | $102,438-51.7% | $74,546-33.6% |
| Participation rate | 76.7% | 74.8%+2.0pp | 76.5%+0.2pp | 67.2%+9.5pp |
| Annual return | 11.26% | 54.95%-43.7pp | 29.37%-18.1pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $304 | $2,362-87.1% | $3,024-89.9% | $2,624-88.4% |
| Participant deferral / active EE | $2,993 | $4,414-32.2% | $5,054-40.8% | $4,347-31.2% |
| Admin fee / account holder | $8 | $2,001-99.6% | $9,448-99.9% | $1,944-99.6% |