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 | $2,200 |
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 | $66,322 | $48,576+36.5% | $169,463-60.9% | $56,287+17.8% |
| Participation rate | 94.3% | 65.8%+28.5pp | 77.8%+16.5pp | 69.9%+24.5pp |
| Annual return | -5.69% | -2.51%-3.2pp | 1.83%-7.5pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,494 | $1,559-4.2% | $4,159-64.1% | $2,111-29.2% |
| Participant deferral / active EE | $5,400 | $3,275+64.9% | $5,277+2.3% | $3,350+61.2% |
| Admin fee / account holder | $11 | $435-97.5% | $9,109-99.9% | $521-97.9% |