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 | $2,519 |
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 | $103,708 | $46,966+120.8% | $185,117-44.0% | $69,631+48.9% |
| Participation rate | 94.8% | 65.3%+29.5pp | 77.3%+17.5pp | 70.7%+24.1pp |
| Annual return | 19.22% | 22.36%-3.1pp | 40.50%-21.3pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $2,180 | $1,360+60.2% | $4,182-47.9% | $2,032+7.3% |
| Participant deferral / active EE | $6,503 | $3,017+115.6% | $5,045+28.9% | $3,224+101.7% |
| Admin fee / account holder | $5 | $94-94.6% | $8,159-99.9% | $110-95.4% |