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 | $1,156 |
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 | $106,165 | $64,909+63.6% | $82,313+29.0% | $62,292+70.4% |
| Participation rate | 71.1% | 74.9%-3.7pp | 76.9%-5.8pp | 69.5%+1.6pp |
| Annual return | 19.97% | 21.18%-1.2pp | 25.88%-5.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $925 | $1,676-44.8% | $2,428-61.9% | $2,042-54.7% |
| Participant deferral / active EE | $4,583 | $3,103+47.7% | $3,706+23.7% | $3,169+44.6% |
| Admin fee / account holder | $10 | $440-97.8% | $5,608-99.8% | $479-98.0% |