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 | $2,569 |
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 | $107,421 | $50,643+112.1% | $106,619+0.8% | $55,167+94.7% |
| Participation rate | 96.8% | 65.6%+31.2pp | 78.0%+18.8pp | 69.0%+27.8pp |
| Annual return | -0.77% | 7.02%-7.8pp | 9.42%-10.2pp | 169.23%-170.0pp |
| Employer contribution / active EE | $2,770 | $1,626+70.4% | $3,947-29.8% | $1,963+41.1% |
| Participant deferral / active EE | $5,228 | $2,208+136.8% | $3,930+33.0% | $3,054+71.2% |
| Admin fee / account holder | $46 | $488-90.7% | $6,418-99.3% | $504-91.0% |