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 | $9,171 |
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 | $140,570 | $155,795-9.8% | $136,294+3.1% | $69,631+101.9% |
| Participation rate | 98.7% | 75.2%+23.5pp | 81.9%+16.8pp | 70.7%+28.0pp |
| Annual return | 21.65% | 232464.33%-232442.7pp | 5155.94%-5134.3pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $6,762 | $2,991+126.1% | $4,695+44.0% | $2,032+232.7% |
| Participant deferral / active EE | $12,061 | $5,394+123.6% | $6,247+93.1% | $3,224+274.2% |
| Admin fee / account holder | $4 | $128-97.2% | $9,243-100.0% | $110-96.7% |