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 | -$34,392 |
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 | $235,893 | $81,537+189.3% | $149,718+57.6% | $69,631+238.8% |
| Participation rate | 86.9% | 86.1%+0.8pp | 87.1%-0.2pp | 70.7%+16.2pp |
| Annual return | 19.44% | 22.79%-3.3pp | 1501.63%-1482.2pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $4,882 | $3,239+50.7% | $5,445-10.3% | $2,032+140.2% |
| Participant deferral / active EE | $12,062 | $4,994+141.5% | $6,569+83.6% | $3,224+274.2% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |