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 | -$39,238 |
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 | $120,813 | $88,324+36.8% | $115,037+5.0% | $55,191+118.9% |
| Participation rate | 94.6% | 72.5%+22.1pp | 81.4%+13.2pp | 69.2%+25.4pp |
| Annual return | 1.80% | 6.30%-4.5pp | 26.14%-24.3pp | 10.78%-9.0pp |
| Employer contribution / active EE | $3,236 | $2,805+15.4% | $4,608-29.8% | $1,899+70.4% |
| Participant deferral / active EE | $11,944 | $5,042+136.9% | $6,026+98.2% | $3,046+292.1% |
| Admin fee / account holder | $55 | $105-47.8% | $8,175-99.3% | $91-39.3% |