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 | $50,478 |
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 | $97,069 | $74,347+30.6% | $93,606+3.7% | $67,579+43.6% |
| Participation rate | 99.6% | 80.6%+19.0pp | 75.8%+23.8pp | 71.3%+28.3pp |
| Annual return | 31.60% | 28.07%+3.5pp | 32.76%-1.2pp | 378.56%-347.0pp |
| Employer contribution / active EE | $5,090 | $2,583+97.1% | $2,718+87.3% | $2,148+137.0% |
| Participant deferral / active EE | $15,156 | $4,060+273.3% | $4,069+272.5% | $3,539+328.2% |
| Admin fee / account holder | $90 | $123-26.8% | $7,888-98.9% | $142-36.9% |