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 | $975 |
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 | $70,053 | $66,302+5.7% | $110,238-36.5% | $56,287+24.5% |
| Participation rate | 78.0% | 74.9%+3.0pp | 79.8%-1.9pp | 69.9%+8.1pp |
| Annual return | -5.81% | -1.18%-4.6pp | 314.74%-320.6pp | -9.96%+4.1pp |
| Employer contribution / active EE | $516 | $2,047-74.8% | $3,826-86.5% | $2,111-75.5% |
| Participant deferral / active EE | $4,155 | $3,381+22.9% | $4,672-11.1% | $3,350+24.0% |
| Admin fee / account holder | $8 | $698-98.8% | $8,547-99.9% | $521-98.4% |