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 | $1,656 |
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 | $64,199 | $73,638-12.8% | $95,952-33.1% | $73,488-12.6% |
| Participation rate | 88.6% | 76.2%+12.5pp | 77.1%+11.6pp | 70.7%+17.9pp |
| Annual return | 19.89% | 16.78%+3.1pp | 91.61%-71.7pp | 28.51%-8.6pp |
| Employer contribution / active EE | $1,789 | $1,863-4.0% | $2,541-29.6% | $2,270-21.2% |
| Participant deferral / active EE | $4,073 | $3,617+12.6% | $4,167-2.3% | $3,740+8.9% |
| Admin fee / account holder | $7 | $482-98.5% | $6,795-99.9% | $513-98.6% |