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 | $34,528 |
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 | $76,738 | $85,635-10.4% | $123,892-38.1% | $63,975+20.0% |
| Participation rate | 94.2% | 74.9%+19.3pp | 81.4%+12.8pp | 71.1%+23.1pp |
| Annual return | 6.91% | 15.74%-8.8pp | 47.52%-40.6pp | 48.65%-41.7pp |
| Employer contribution / active EE | $3,043 | $3,076-1.1% | $4,617-34.1% | $2,182+39.5% |
| Participant deferral / active EE | $10,277 | $5,667+81.4% | $5,984+71.7% | $3,356+206.2% |
| Admin fee / account holder | $22 | $75-70.3% | $8,357-99.7% | $70-68.4% |