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 | $65,331 |
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 | $286,232 | $100,801+184.0% | $149,696+91.2% | $73,409+289.9% |
| Participation rate | 89.5% | 77.7%+11.9pp | 82.5%+7.1pp | 72.2%+17.4pp |
| Annual return | 14.36% | 265.34%-251.0pp | 276.60%-262.2pp | 59.29%-44.9pp |
| Employer contribution / active EE | $9,002 | $3,312+171.8% | $4,644+93.8% | $2,234+303.0% |
| Participant deferral / active EE | $14,796 | $6,404+131.0% | $6,842+116.3% | $3,805+288.8% |
| Admin fee / account holder | $42 | $181-77.0% | $9,309-99.6% | $158-73.7% |