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 | $47,742 |
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 | $218,830 | $51,447+325.3% | $104,607+109.2% | $73,409+198.1% |
| Participation rate | 96.0% | 68.2%+27.8pp | 74.1%+21.9pp | 72.2%+23.8pp |
| Annual return | 15.22% | 25.06%-9.8pp | 340.46%-325.2pp | 59.29%-44.1pp |
| Employer contribution / active EE | $5,017 | $1,441+248.2% | $2,681+87.2% | $2,234+124.6% |
| Participant deferral / active EE | $9,790 | $3,058+220.2% | $3,740+161.8% | $3,805+157.3% |
| Admin fee / account holder | $54 | $122-55.7% | $6,473-99.2% | $158-65.8% |