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 | $1,796 |
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 | $75,721 | $87,841-13.8% | $133,980-43.5% | $62,891+20.4% |
| Participation rate | 90.7% | 83.4%+7.3pp | 87.1%+3.6pp | 69.3%+21.4pp |
| Annual return | 11.97% | 12.05%-0.1pp | 29.30%-17.3pp | 20.14%-8.2pp |
| Employer contribution / active EE | $3,764 | $3,483+8.1% | $5,211-27.8% | $2,281+65.0% |
| Participant deferral / active EE | $11,169 | $4,812+132.1% | $6,282+77.8% | $3,203+248.7% |
| Admin fee / account holder | $11 | $5,371-99.8% | $9,324-99.9% | $4,296-99.7% |