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 | -$37,989 |
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 | $84,912 | $75,284+12.8% | $91,001-6.7% | $69,631+21.9% |
| Participation rate | 97.0% | 80.4%+16.6pp | 75.6%+21.4pp | 70.7%+26.3pp |
| Annual return | 25.23% | 48.40%-23.2pp | 4.60%+20.6pp | 27571.02%-27545.8pp |
| Employer contribution / active EE | $4,795 | $2,473+93.9% | $2,456+95.3% | $2,032+135.9% |
| Participant deferral / active EE | $14,454 | $3,700+290.7% | $3,547+307.5% | $3,224+348.4% |
| Admin fee / account holder | $126 | $111+14.2% | $5,417-97.7% | $110+14.3% |