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 | $37,084 |
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 | $45,123 | $65,223-30.8% | $80,019-43.6% | $55,725-19.0% |
| Participation rate | 96.5% | 80.6%+16.0pp | 75.8%+20.7pp | 70.9%+25.7pp |
| Annual return | -5.06% | 7.59%-12.7pp | 11.22%-16.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $3,184 | $2,544+25.2% | $2,468+29.0% | $2,078+53.2% |
| Participant deferral / active EE | $11,101 | $3,881+186.1% | $3,686+201.2% | $3,356+230.8% |
| Admin fee / account holder | $108 | $114-5.6% | $6,521-98.3% | $115-6.4% |