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 | $1,780 |
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 | $102,115 | $54,320+88.0% | $67,652+50.9% | $52,331+95.1% |
| Participation rate | 75.3% | 73.6%+1.7pp | 75.7%-0.3pp | 68.1%+7.2pp |
| Annual return | 1.99% | 6.81%-4.8pp | 6625.04%-6623.1pp | 4.54%-2.6pp |
| Employer contribution / active EE | $1,444 | $1,544-6.5% | $2,266-36.3% | $1,882-23.3% |
| Participant deferral / active EE | $5,883 | $2,950+99.4% | $3,560+65.3% | $3,022+94.7% |
| Admin fee / account holder | $33 | $527-93.7% | $4,821-99.3% | $592-94.4% |