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 | $19,857 |
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 | $99,546 | $71,666+38.9% | $117,854-15.5% | $69,631+43.0% |
| Participation rate | 93.8% | 77.5%+16.2pp | 79.7%+14.1pp | 70.7%+23.1pp |
| Annual return | 17.43% | 18.86%-1.4pp | 335.08%-317.6pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $1,060 | $1,889-43.9% | $3,786-72.0% | $2,032-47.8% |
| Participant deferral / active EE | $5,958 | $3,340+78.4% | $4,482+32.9% | $3,224+84.8% |
| Admin fee / account holder | $18 | $120-84.8% | $8,020-99.8% | $110-83.4% |