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 | $99,174 |
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 | $34,980 | $41,617-15.9% | $84,611-58.7% | $77,787-55.0% |
| Participation rate | 74.3% | 45.0%+29.3pp | 68.2%+6.1pp | 73.2%+1.1pp |
| Annual return | 26.26% | 24.97%+1.3pp | 258.74%-232.5pp | 32.57%-6.3pp |
| Employer contribution / active EE | $1,109 | $1,061+4.5% | $2,652-58.2% | $2,504-55.7% |
| Participant deferral / active EE | $3,500 | $2,129+64.4% | $3,899-10.2% | $3,967-11.8% |
| Admin fee / account holder | $81 | $121-33.1% | $4,912-98.4% | $100-19.2% |