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 | $11,525 |
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 | $70,996 | $75,284-5.7% | $91,001-22.0% | $69,631+2.0% |
| Participation rate | 98.8% | 80.4%+18.4pp | 75.6%+23.2pp | 70.7%+28.1pp |
| Annual return | 15.27% | 48.40%-33.1pp | 4.60%+10.7pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $2,337 | $2,473-5.5% | $2,456-4.8% | $2,032+15.0% |
| Participant deferral / active EE | $4,277 | $3,700+15.6% | $3,547+20.6% | $3,224+32.7% |
| Admin fee / account holder | $38 | $111-66.1% | $5,417-99.3% | $110-66.0% |