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 | $16,528 |
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 | $86,476 | $107,378-19.5% | $108,579-20.4% | $57,658+50.0% |
| Participation rate | 89.7% | 77.1%+12.5pp | 79.6%+10.1pp | 70.2%+19.4pp |
| Annual return | 6.56% | 12.80%-6.2pp | -51.70%+58.3pp | 5.13%+1.4pp |
| Employer contribution / active EE | $1,050 | $1,782-41.1% | $3,758-72.1% | $1,974-46.8% |
| Participant deferral / active EE | $5,708 | $3,221+77.2% | $4,311+32.4% | $3,061+86.5% |
| Admin fee / account holder | $15 | $108-86.1% | $7,645-99.8% | $95-84.1% |