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 | -$5,040 |
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 | $96,513 | $80,177+20.4% | $123,892-22.1% | $57,658+67.4% |
| Participation rate | 97.4% | 74.4%+23.0pp | 81.4%+16.0pp | 70.2%+27.2pp |
| Annual return | 8.81% | 17.90%-9.1pp | 47.52%-38.7pp | 5.13%+3.7pp |
| Employer contribution / active EE | $3,645 | $2,913+25.1% | $4,617-21.0% | $1,974+84.7% |
| Participant deferral / active EE | $12,733 | $5,130+148.2% | $5,984+112.8% | $3,061+316.0% |
| Admin fee / account holder | $30 | $106-72.1% | $8,357-99.6% | $95-68.7% |