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 | -$7,673 |
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 | $95,269 | $79,523+19.8% | $140,016-32.0% | $56,287+69.3% |
| Participation rate | 94.3% | 85.7%+8.6pp | 87.5%+6.8pp | 69.9%+24.5pp |
| Annual return | -3.44% | 2.39%-5.8pp | 651.12%-654.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $2,833 | $3,350-15.4% | $5,606-49.5% | $2,111+34.2% |
| Participant deferral / active EE | $5,913 | $5,129+15.3% | $6,927-14.6% | $3,350+76.5% |
| Admin fee / account holder | -$55 | $614-109.0% | $10,705-100.5% | $521-110.6% |