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 | $2,471 |
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 | $89,094 | $73,404+21.4% | $87,100+2.3% | $67,579+31.8% |
| Participation rate | 90.0% | 80.9%+9.2pp | 76.9%+13.2pp | 71.3%+18.7pp |
| Annual return | 34.03% | 48.29%-14.3pp | 28.19%+5.8pp | 378.56%-344.5pp |
| Employer contribution / active EE | $5,844 | $2,014+190.2% | $2,521+131.8% | $2,148+172.1% |
| Participant deferral / active EE | $15,961 | $3,913+307.9% | $4,049+294.2% | $3,539+351.0% |
| Admin fee / account holder | $5 | $142-96.6% | $7,497-99.9% | $142-96.6% |