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 | $125,814 |
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 | $112,995 | $105,190+7.4% | $98,907+14.2% | $90,288+25.1% |
| Participation rate | 95.7% | 86.4%+9.4pp | 76.0%+19.7pp | 73.4%+22.4pp |
| Annual return | 29.87% | 18.52%+11.3pp | 196.43%-166.6pp | 53.97%-24.1pp |
| Employer contribution / active EE | $5,190 | $3,831+35.5% | $2,689+93.0% | $2,524+105.6% |
| Participant deferral / active EE | $15,183 | $5,616+170.3% | $4,244+257.7% | $4,232+258.7% |
| Admin fee / account holder | $88 | $97-9.3% | $6,642-98.7% | $114-22.6% |