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 | $31,040 |
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 | $65,040 | $47,448+37.1% | $94,993-31.5% | $62,292+4.4% |
| Participation rate | 72.2% | 66.5%+5.7pp | 73.9%-1.7pp | 69.5%+2.7pp |
| Annual return | 17.27% | 22.64%-5.4pp | 27.12%-9.9pp | 28.90%-11.6pp |
| Employer contribution / active EE | $522 | $1,300-59.8% | $2,603-80.0% | $2,042-74.4% |
| Participant deferral / active EE | $2,069 | $2,375-12.9% | $3,317-37.6% | $3,169-34.7% |
| Admin fee / account holder | $1 | $434-99.8% | $4,960-100.0% | $479-99.9% |