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 | $794 |
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 | $58,235 | $64,909-10.3% | $82,313-29.3% | $62,292-6.5% |
| Participation rate | 85.9% | 74.9%+11.1pp | 76.9%+9.0pp | 69.5%+16.4pp |
| Annual return | 16.59% | 21.18%-4.6pp | 25.88%-9.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,067 | $1,676-36.4% | $2,428-56.1% | $2,042-47.8% |
| Participant deferral / active EE | $2,535 | $3,103-18.3% | $3,706-31.6% | $3,169-20.0% |
| Admin fee / account holder | $4 | $440-99.1% | $5,608-99.9% | $479-99.2% |