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 | $10,112 |
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 | $63,194 | $89,652-29.5% | $141,162-55.2% | $65,185-3.1% |
| Participation rate | 94.7% | 74.7%+20.0pp | 82.5%+12.2pp | 70.2%+24.5pp |
| Annual return | 44.74% | 32.79%+12.0pp | 71.39%-26.6pp | 29.38%+15.4pp |
| Employer contribution / active EE | $1,091 | $3,065-64.4% | $4,735-77.0% | $2,177-49.9% |
| Participant deferral / active EE | $7,244 | $5,691+27.3% | $6,709+8.0% | $3,514+106.2% |
| Admin fee / account holder | $47 | $569-91.7% | $10,261-99.5% | $847-94.4% |