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 | $60,624 |
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 | $103,322 | $79,519+29.9% | $95,952+7.7% | $73,409+40.7% |
| Participation rate | 93.5% | 81.2%+12.3pp | 77.1%+16.4pp | 72.2%+21.3pp |
| Annual return | 14.06% | 19.20%-5.1pp | 91.61%-77.5pp | 59.29%-45.2pp |
| Employer contribution / active EE | $1,740 | $2,048-15.0% | $2,541-31.5% | $2,234-22.1% |
| Participant deferral / active EE | $3,926 | $4,138-5.1% | $4,167-5.8% | $3,805+3.2% |
| Admin fee / account holder | $90 | $184-51.4% | $6,795-98.7% | $158-43.2% |