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 | -$6,231 |
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 | $95,244 | $42,810+122.5% | $169,463-43.8% | $55,725+70.9% |
| Participation rate | 95.1% | 64.7%+30.4pp | 77.8%+17.3pp | 70.9%+24.3pp |
| Annual return | -5.99% | -3.61%-2.4pp | 1.83%-7.8pp | 244.93%-250.9pp |
| Employer contribution / active EE | $2,364 | $1,402+68.6% | $4,159-43.2% | $2,078+13.8% |
| Participant deferral / active EE | $6,826 | $3,141+117.3% | $5,277+29.4% | $3,356+103.4% |
| Admin fee / account holder | -$12 | $106-111.4% | $9,109-100.1% | $115-110.5% |