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 | $4,891 |
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 | $88,094 | $74,552+18.2% | $62,995+39.8% | $69,631+26.5% |
| Participation rate | 97.5% | 78.3%+19.2pp | 74.8%+22.7pp | 70.7%+26.8pp |
| Annual return | 20.15% | 15.77%+4.4pp | 87.57%-67.4pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $3,164 | $2,929+8.0% | $2,759+14.7% | $2,032+55.7% |
| Participant deferral / active EE | $4,725 | $2,974+58.9% | $3,329+41.9% | $3,224+46.6% |
| Admin fee / account holder | $8 | $59-86.4% | $3,600-99.8% | $110-92.7% |