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 | -$38,216 |
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 | $147,028 | $155,795-5.6% | $136,294+7.9% | $69,631+111.2% |
| Participation rate | 97.3% | 75.2%+22.0pp | 81.9%+15.4pp | 70.7%+26.6pp |
| Annual return | 20.57% | 232464.33%-232443.8pp | 5155.94%-5135.4pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $3,718 | $2,991+24.3% | $4,695-20.8% | $2,032+83.0% |
| Participant deferral / active EE | $13,432 | $5,394+149.0% | $6,247+115.0% | $3,224+316.7% |
| Admin fee / account holder | $6 | $128-95.1% | $9,243-99.9% | $110-94.3% |