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 | $8,925 |
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 | $74,777 | $57,108+30.9% | $94,224-20.6% | $52,331+42.9% |
| Participation rate | 78.7% | 72.9%+5.8pp | 78.8%-0.1pp | 68.1%+10.6pp |
| Annual return | 4.40% | 1.47%+2.9pp | 10.68%-6.3pp | 4.54%-0.1pp |
| Employer contribution / active EE | $2,773 | $1,735+59.8% | $3,587-22.7% | $1,882+47.3% |
| Participant deferral / active EE | $2,619 | $3,040-13.8% | $4,320-39.4% | $3,022-13.3% |
| Admin fee / account holder | $69 | $546-87.4% | $6,269-98.9% | $592-88.4% |