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 | $600 |
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 | $72,363 | $72,492-0.2% | $87,100-16.9% | $72,985-0.9% |
| Participation rate | 84.3% | 72.8%+11.5pp | 76.9%+7.5pp | 69.5%+14.9pp |
| Annual return | 5.30% | 24.46%-19.2pp | 28.19%-22.9pp | 81.00%-75.7pp |
| Employer contribution / active EE | $1,559 | $1,894-17.7% | $2,521-38.2% | $2,440-36.1% |
| Participant deferral / active EE | $6,833 | $3,270+109.0% | $4,049+68.8% | $3,607+89.4% |
| Admin fee / account holder | $11 | $5,055-99.8% | $7,497-99.9% | $5,124-99.8% |