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 | $500 |
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 | $153,029 | $46,869+226.5% | $122,332+25.1% | $70,131+118.2% |
| Participation rate | 86.5% | 58.2%+28.3pp | 71.6%+14.9pp | 69.5%+16.9pp |
| Annual return | 19.34% | 24.22%-4.9pp | 30.27%-10.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $4,227 | $1,288+228.2% | $4,050+4.3% | $2,342+80.4% |
| Participant deferral / active EE | $8,487 | $2,166+291.7% | $3,287+158.2% | $3,332+154.7% |
| Admin fee / account holder | $4 | $3,322-99.9% | $5,478-99.9% | $4,645-99.9% |