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 | $7,621 |
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 | $57,302 | $88,122-35.0% | $141,162-59.4% | $67,579-15.2% |
| Participation rate | 78.7% | 76.5%+2.2pp | 82.5%-3.8pp | 71.3%+7.4pp |
| Annual return | 29.63% | 75.40%-45.8pp | 71.39%-41.8pp | 378.56%-348.9pp |
| Employer contribution / active EE | $3,227 | $3,224+0.1% | $4,735-31.8% | $2,148+50.2% |
| Participant deferral / active EE | $5,569 | $5,958-6.5% | $6,709-17.0% | $3,539+57.3% |
| Admin fee / account holder | $16 | $131-88.0% | $10,261-99.8% | $142-89.0% |