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 | $5,263 |
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 | $41,830 | $47,456-11.9% | $172,739-75.8% | $77,787-46.2% |
| Participation rate | 94.7% | 66.3%+28.4pp | 82.6%+12.0pp | 73.2%+21.5pp |
| Annual return | 31.83% | 35.57%-3.7pp | 802.84%-771.0pp | 32.57%-0.7pp |
| Employer contribution / active EE | $3,002 | $1,574+90.7% | $5,143-41.6% | $2,504+19.9% |
| Participant deferral / active EE | $8,552 | $2,560+234.1% | $5,198+64.5% | $3,967+115.6% |
| Admin fee / account holder | $4 | $81-95.1% | $13,954-100.0% | $100-96.1% |