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 | $1,854 |
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 | $168,411 | $111,608+50.9% | $177,821-5.3% | $73,409+129.4% |
| Participation rate | 99.7% | 87.9%+11.9pp | 87.7%+12.0pp | 72.2%+27.5pp |
| Annual return | 22.22% | 18.23%+4.0pp | 48.32%-26.1pp | 59.29%-37.1pp |
| Employer contribution / active EE | $9,837 | $3,796+159.2% | $5,918+66.2% | $2,234+340.4% |
| Participant deferral / active EE | $13,714 | $6,199+121.2% | $7,714+77.8% | $3,805+260.4% |
| Admin fee / account holder | -$11 | $166-106.9% | $12,427-100.1% | $158-107.2% |