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 | $2,138 |
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 | $202,094 | $80,753+150.3% | $136,294+48.3% | $62,292+224.4% |
| Participation rate | 93.6% | 73.5%+20.1pp | 81.9%+11.7pp | 69.5%+24.1pp |
| Annual return | 20.36% | 35.83%-15.5pp | 5155.94%-5135.6pp | 28.90%-8.5pp |
| Employer contribution / active EE | $1,446 | $2,884-49.9% | $4,695-69.2% | $2,042-29.2% |
| Participant deferral / active EE | $10,126 | $5,164+96.1% | $6,247+62.1% | $3,169+219.5% |
| Admin fee / account holder | $9 | $525-98.4% | $9,243-99.9% | $479-98.2% |