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 | $1,150 |
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 | $92,486 | $69,977+32.2% | $108,579-14.8% | $62,891+47.1% |
| Participation rate | 75.9% | 72.9%+3.0pp | 79.6%-3.7pp | 69.3%+6.6pp |
| Annual return | 10.75% | 10.73%0pp | -51.70%+62.4pp | 20.14%-9.4pp |
| Employer contribution / active EE | $1,430 | $2,135-33.0% | $3,758-61.9% | $2,281-37.3% |
| Participant deferral / active EE | $4,524 | $3,165+43.0% | $4,311+5.0% | $3,203+41.3% |
| Admin fee / account holder | $14 | $5,076-99.7% | $7,645-99.8% | $4,296-99.7% |