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 | $9,926 |
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 | $76,178 | $66,302+14.9% | $110,238-30.9% | $56,287+35.3% |
| Participation rate | 90.2% | 74.9%+15.3pp | 79.8%+10.4pp | 69.9%+20.4pp |
| Annual return | -3.32% | -1.18%-2.1pp | 314.74%-318.1pp | -9.96%+6.6pp |
| Employer contribution / active EE | $2,994 | $2,047+46.2% | $3,826-21.8% | $2,111+41.8% |
| Participant deferral / active EE | $3,433 | $3,381+1.5% | $4,672-26.5% | $3,350+2.5% |
| Admin fee / account holder | $68 | $698-90.3% | $8,547-99.2% | $521-87.0% |