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 | $775 |
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 | $96,198 | $56,629+69.9% | $77,999+23.3% | $55,167+74.4% |
| Participation rate | 93.2% | 73.3%+19.9pp | 75.5%+17.7pp | 69.0%+24.2pp |
| Annual return | 6.80% | 2866.98%-2860.2pp | 425.96%-419.2pp | 169.23%-162.4pp |
| Employer contribution / active EE | $2,215 | $1,723+28.6% | $2,470-10.3% | $1,963+12.9% |
| Participant deferral / active EE | $10,400 | $2,777+274.5% | $3,497+197.4% | $3,054+240.5% |
| Admin fee / account holder | $5 | $467-98.9% | $5,480-99.9% | $504-99.0% |