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 | -$17,230 |
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 | $84,488 | $82,279+2.7% | $77,999+8.3% | $63,975+32.1% |
| Participation rate | 87.3% | 84.7%+2.7pp | 75.5%+11.8pp | 71.1%+16.2pp |
| Annual return | 10.85% | 11.20%-0.3pp | 425.96%-415.1pp | 48.65%-37.8pp |
| Employer contribution / active EE | $3,328 | $3,297+0.9% | $2,470+34.7% | $2,182+52.5% |
| Participant deferral / active EE | $10,328 | $4,538+127.6% | $3,497+195.4% | $3,356+207.7% |
| Admin fee / account holder | -$13 | $81-115.7% | $5,480-100.2% | $70-118.2% |