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 | $122,316 |
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 | $43,980 | $46,219-4.8% | $89,391-50.8% | $90,288-51.3% |
| Participation rate | 91.3% | 44.9%+46.4pp | 68.0%+23.3pp | 73.4%+17.9pp |
| Annual return | 23.58% | 25.71%-2.1pp | 245.62%-222.0pp | 53.97%-30.4pp |
| Employer contribution / active EE | $1,667 | $953+74.9% | $2,586-35.5% | $2,524-34.0% |
| Participant deferral / active EE | $5,526 | $2,136+158.7% | $3,890+42.1% | $4,232+30.6% |
| Admin fee / account holder | $97 | $147-34.2% | $4,881-98.0% | $114-15.3% |