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 | $29,455 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $255,685 | $88,122+190.1% | $141,162+81.1% | $67,579+278.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 21.17% | 75.40%-54.2pp | 71.39%-50.2pp | 378.56%-357.4pp |
| Employer contribution / active EE | $4,101 | $3,224+27.2% | $4,735-13.4% | $2,148+90.9% |
| Participant deferral / active EE | $8,795 | $5,958+47.6% | $6,709+31.1% | $3,539+148.5% |
| Admin fee / account holder | $47 | $131-63.8% | $10,261-99.5% | $142-66.7% |