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 | $6,443 |
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 | $153,702 | $60,776+152.9% | $85,682+79.4% | $79,386+93.6% |
| Participation rate | 76.6% | 62.1%+14.5pp | 69.9%+6.8pp | 70.7%+5.9pp |
| Annual return | 16.10% | 16.57%-0.5pp | 21.49%-5.4pp | 116.85%-100.7pp |
| Employer contribution / active EE | $876 | $1,663-47.3% | $2,618-66.5% | $2,427-63.9% |
| Participant deferral / active EE | $3,395 | $2,919+16.3% | $3,923-13.4% | $4,046-16.1% |
| Admin fee / account holder | $45 | $438-89.7% | $6,873-99.3% | $626-92.8% |