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 | -$2,100 |
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 | $29,562 | $30,599-3.4% | $74,583-60.4% | $57,658-48.7% |
| Participation rate | 71.2% | 49.1%+22.1pp | 68.1%+3.1pp | 70.2%+1.0pp |
| Annual return | 10.73% | 14.24%-3.5pp | 20.47%-9.7pp | 5.13%+5.6pp |
| Employer contribution / active EE | $1,121 | $1,000+12.2% | $2,525-55.6% | $1,974-43.2% |
| Participant deferral / active EE | $3,432 | $1,805+90.1% | $3,458-0.8% | $3,061+12.1% |
| Admin fee / account holder | -$3 | $98-102.6% | $4,138-100.1% | $95-102.7% |