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 | $1,056 |
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 | $39,084 | $73,102-46.5% | $123,544-68.4% | $56,287-30.6% |
| Participation rate | 79.5% | 74.3%+5.2pp | 82.3%-2.7pp | 69.9%+9.7pp |
| Annual return | 4.29% | 3.01%+1.3pp | 119.20%-114.9pp | -9.96%+14.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,014 | $5,423+10.9% | $6,426-6.4% | $3,350+79.5% |
| Admin fee / account holder | $7 | $554-98.7% | $9,284-99.9% | $521-98.6% |