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 | $9,575 |
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 | $32,653 | $155,795-79.0% | $136,294-76.0% | $69,631-53.1% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 70.7%+20.5pp |
| Annual return | 78.14% | 232464.33%-232386.2pp | 5155.94%-5077.8pp | 27571.02%-27492.9pp |
| Employer contribution / active EE | $1,858 | $2,991-37.9% | $4,695-60.4% | $2,032-8.6% |
| Participant deferral / active EE | $5,742 | $5,394+6.5% | $6,247-8.1% | $3,224+78.1% |
| Admin fee / account holder | $8 | $128-93.7% | $9,243-99.9% | $110-92.7% |