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 35-0145825 | Loan Processing | $28,385 |
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 | $51,025 | $38,595+32.2% | $80,004-36.2% | $52,331-2.5% |
| Participation rate | 73.1% | 64.5%+8.6pp | 73.0%+0.1pp | 68.1%+5.0pp |
| Annual return | 0.13% | 2.04%-1.9pp | 7.63%-7.5pp | 4.54%-4.4pp |
| Employer contribution / active EE | $527 | $1,133-53.5% | $2,473-78.7% | $1,882-72.0% |
| Participant deferral / active EE | $2,272 | $2,318-2.0% | $3,204-29.1% | $3,022-24.8% |
| Admin fee / account holder | $1 | $304-99.8% | $5,033-100.0% | $592-99.9% |