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 | $7,526 |
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 | $144,836 | $88,122+64.4% | $141,162+2.6% | $67,579+114.3% |
| Participation rate | 98.8% | 76.5%+22.3pp | 82.5%+16.3pp | 71.3%+27.5pp |
| Annual return | 25.98% | 75.40%-49.4pp | 71.39%-45.4pp | 378.56%-352.6pp |
| Employer contribution / active EE | $6,549 | $3,224+103.1% | $4,735+38.3% | $2,148+204.9% |
| Participant deferral / active EE | $12,415 | $5,958+108.4% | $6,709+85.0% | $3,539+250.8% |
| Admin fee / account holder | $3 | $131-97.6% | $10,261-100.0% | $142-97.8% |