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 | -$34,209 |
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 | $141,659 | $43,411+226.3% | $94,993+49.1% | $69,631+103.4% |
| Participation rate | 92.1% | 64.4%+27.7pp | 73.9%+18.3pp | 70.7%+21.5pp |
| Annual return | 18.67% | 22.54%-3.9pp | 27.12%-8.5pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $4,158 | $1,202+245.9% | $2,603+59.7% | $2,032+104.6% |
| Participant deferral / active EE | $7,994 | $2,384+235.3% | $3,317+141.0% | $3,224+148.0% |
| Admin fee / account holder | $0 | $87-100.0% | $4,960-100.0% | $110-100.0% |