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 | -$28,406 |
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 | $177,878 | $62,132+186.3% | $185,823-4.3% | $73,488+142.0% |
| Participation rate | 84.3% | 67.8%+16.5pp | 78.0%+6.3pp | 70.7%+13.6pp |
| Annual return | 16.09% | 20.44%-4.3pp | 35.95%-19.9pp | 28.51%-12.4pp |
| Employer contribution / active EE | $2,337 | $1,681+39.0% | $4,087-42.8% | $2,270+3.0% |
| Participant deferral / active EE | $10,455 | $3,711+181.7% | $5,632+85.6% | $3,740+179.6% |
| Admin fee / account holder | -$157 | $419-137.5% | $9,500-101.7% | $513-130.6% |