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 | -$15,986 |
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 | $116,103 | $57,103+103.3% | $87,507+32.7% | $57,658+101.4% |
| Participation rate | 94.4% | 64.3%+30.1pp | 73.8%+20.6pp | 70.2%+24.2pp |
| Annual return | 7.39% | 12.71%-5.3pp | 12.21%-4.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $4,198 | $1,107+279.1% | $2,550+64.6% | $1,974+112.7% |
| Participant deferral / active EE | $7,980 | $2,250+254.7% | $3,149+153.4% | $3,061+160.7% |
| Admin fee / account holder | $0 | $281-100.0% | $4,221-100.0% | $95-100.0% |