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 | -$62,783 |
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 | $81,102 | $65,223+24.3% | $80,019+1.4% | $55,725+45.5% |
| Participation rate | 95.4% | 80.6%+14.9pp | 75.8%+19.6pp | 70.9%+24.6pp |
| Annual return | -3.50% | 7.59%-11.1pp | 11.22%-14.7pp | 244.93%-248.4pp |
| Employer contribution / active EE | $5,073 | $2,544+99.4% | $2,468+105.6% | $2,078+144.1% |
| Participant deferral / active EE | $15,091 | $3,881+288.9% | $3,686+309.5% | $3,356+349.7% |
| Admin fee / account holder | $108 | $114-5.3% | $6,521-98.3% | $115-6.1% |