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 | $25,324 |
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 | $67,936 | $74,024-8.2% | $77,999-12.9% | $57,658+17.8% |
| Participation rate | 95.6% | 79.7%+15.9pp | 75.5%+20.1pp | 70.2%+25.4pp |
| Annual return | 10.79% | 12.14%-1.4pp | 425.96%-415.2pp | 5.13%+5.7pp |
| Employer contribution / active EE | $2,848 | $2,365+20.4% | $2,470+15.3% | $1,974+44.3% |
| Participant deferral / active EE | $13,365 | $3,533+278.3% | $3,497+282.2% | $3,061+336.7% |
| Admin fee / account holder | $30 | $93-68.0% | $5,480-99.5% | $95-68.4% |