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 | $18,469 |
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 | $34,066 | $42,582-20.0% | $171,082-80.1% | $57,658-40.9% |
| Participation rate | 74.5% | 63.9%+10.6pp | 76.7%-2.2pp | 70.2%+4.3pp |
| Annual return | 9.81% | 308.67%-298.9pp | 32.56%-22.7pp | 5.13%+4.7pp |
| Employer contribution / active EE | $316 | $1,306-75.8% | $4,002-92.1% | $1,974-84.0% |
| Participant deferral / active EE | $3,346 | $2,933+14.1% | $4,797-30.2% | $3,061+9.3% |
| Admin fee / account holder | $54 | $82-34.2% | $8,520-99.4% | $95-42.7% |